At Legacy Services, we are dedicated to providing exceptional services in the Retirement Planning, College Planning, Business Health Plans and exits industry.
With years of experience in the Retirement Planning, College Planning, Business Health Plans and exits industry, including AI Profit solutions, we have built a reputation for quality, reliability, and customer satisfaction.
Expertise You Can Trust
Our team of professionals brings a wealth of knowledge and experience, ensuring you get the best results every time.
Tailored Solutions
We understand that every client is unique, which is why we take a personalized approach to meet your specific needs.
Commitment to Excellence
We are passionate about delivering top-notch service and products that consistently exceed all of your expectations.
We deliver maximum value and help you stay ahead in your industry. We provide comprehensive solutions tailored to your business. We aren't your typical advisor with the same set of tools as everyone else. Were more than a consultant or an advisor. We're something much more.
We are your Long Term Profit Partner with over 20 years of business growth and turnaround success who helps you achieve what you want. A successful business,
Consultation: Our proven record of business improvement starts with a conversation to understand your goals and challenges. Together we will identify what your business needs to do now to stay ahead of the competition and increase your bottom line. We provide a number of readiness assessments including AI needs, Employee retention
Custom Solutions: Based on your needs, we’ll develop a personalized strategy or solution. If its and AI automation solution, lesser known but effective plans to increase your bottom line and retain employees, we have you covered.
One of our Flagship solutions that so many are adopting is Champion Health. This unique solution is for any business with 5 or more employees. The Champ Plan adds money to your bottom line and give your employees more take home pay without any increase in payroll.
Implementation: Our team will work with you every step of the way to ensure an success as you define it. No matter what your need today or tomorrow. We are here with you every step of the way
Five Star Reviews
Satisfied Customers
Interested in finding out how you can keep more of your own money like thousands of other businesses have?
The Champ Plan is a standalone, independent wellness benefit that provides 100% of the minimal essential coverage as required by the ACA. This includes the most utilized care of Unlimited $0 out of pocket cost to access Primary /Urgent care visits to your employees. The Champ Plan only enhances your existing coverage to help your employees stay healthy and eliminate the copay barrier to treating routine injury or illness promptly. This focus on prevention is designed to treat minor conditions and prevent them from becoming major health concerns. 100% Preventative care for all preventative exams as required by the ACA. ( employee only) Also included are $0 generic prescriptions for the employee plus the family We also provide unlimited telehealth including often overlooked and underutilized Tele-mental health care . This benefit also covers the employee and their family. We are able to accomplish this with no additional out of pocket cost to the employer or employee. We do get ais but out of the savings that the plan creates. The net result is an increase in take home pay to the employee and a net reduction in payroll tax to the employer for realized savings beginning in the second month and continuing every month the plan is in place.
Our clients are always satisfied with our services!
Curt (Piggly Wiggly Owner) We've been with the CHAMP plan for over 3 years now. At first, we were hesitant because we didn't know if our employees would actually see the benefit. Looking back, we now wish we rolled it out years sooner.
Jay (Arby's Owner) As a fast food chain we always had an issue offering benefits to our employees and the CHAMP plan has been the perfect fit to accomplish that.
National Payroll and Staffing PEO As one of only a handful of IRS certified PEO's in the United States, our business is providing Human Resources and Payroll to over 50,000+ lives around the United States. As a result, compliance he most important
50 MM Revenue Software Analytics Company As a CFO, my job is to find ways to improve the bottom line of our business. Not only do our employees have a higher take-home pay, the bottom line of the business improved tremendously and we would highly recommend Champion