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Building Legacies.

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Empowering Nevada Business Owners

Our advisors at Legacy Wealth Planning specialize in helping Reno-area business owners navigate the complexities of financial planning, compliance, and long-term growth. Whether you're just starting or scaling your operations, we provide tailored strategies to:

  • Ensure compliance with SB-305 (NEST) and other evolving regulations

  • Evaluate retirement plan options, including alternatives to NEST that may better suit your business

  • Educate your team on their retirement options and financial wellness

  • Optimize tax strategies and cash flow management

  • Handle your personal financial planning

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