My Legacy Group is a financial advisory firm based in Weston, FL, specializing in retirement planning, tax planning, annuities, asset management, and estate planning. Led by Peter Garcia, a seasoned financial expert with over 20 years of experience, the firm offers personalized solutions and responsive service to help clients achieve their retirement goals. With a team of professionals in tax, insurance, estate, and wealth management, My Legacy Group is dedicated to providing comprehensive financial guidance and helping individuals navigate the complexities of retirement planning.
Through their unique wealth management process, My Legacy Group puts clients at the center of their services, tailoring each step to their individual retirement vision. With a focus on building wealth safely and predictably, the firm utilizes time-honored economic principles, U.S. tax laws, and life insurance contractual guarantees to help clients secure their financial future. Committed to financial literacy, My Legacy Group conducts seminars and workshops to increase awareness among pre-retirees and sponsors programs dedicated to financial education.
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