Legacy Retirement Solutions

08/04/2026

🎉 Happy Birthday, Derrick! 🎉

Today we’re celebrating our Co-Founder, Derrick Same!

Derrick’s heart for serving others, passion for helping families, and commitment to doing what’s right have helped shape Legacy Retirement Solutions into the company it is today. His leadership, integrity, and genuine care for every client and teammate make a lasting impact on everyone around him.

We hope your day is filled with time spent with all those you hold dear!

Join us in wishing Derrick a very Happy Birthday! 🎂🎈

Happy Birthday, Derrick! We’re grateful to have you as part of the Legacy family!

07/08/2026

I'll be representing Legacy at CarePatrol's Health and Resource Fair.
Why Legacy?
Because we support you from *Health Care* (Medicare and Marketplace plans) to *Wealth Care* (Financial Plan health).

And this fair is a great way to see a bunch of care vendors in one place.
-Chris

06/21/2026

Happy Father's day to all the fathers out there, just trying their best.
And also to the single moms doing double-duty.
You're all our tribe, and you have our respect and gratitude.

06/19/2026

Shout out to all the guys who showed up for the early Father’s Day at The Vista at Rayzor Ranch Active Senior 62+ Community

And thanks to Laura Arnold for inviting me, and all the women who graciously cooked and served for them. I can’t say enough good things about them! 🙏🏼❤️

Sorry if you get this dup, but Facebook is weird and I wanted to do a Reel.

06/19/2026

Shout out to all the guys who showed up for the early Father’s Day at The Vista at Rayzor Ranch Active Senior 62+ Community

And thanks to Laura Arnold for inviting me, and all the women who graciously cooked and served for them. I can’t say enough good things about them. 🙏🏼❤️

06/08/2026

Meet Chris Lee McCarley — Investment Advisor Rep at Legacy Retirement Solutions.

Chris brings a unique blend of fintech experience, AI innovation, and financial strategy to the team. Before entering the financial industry, he spent years leading the development of financial technology applications and became deeply passionate about helping people simplify complex systems.

That passion eventually inspired his book, Less Is The New More, built around the idea that clarity and focus often create better results than noise and overwhelm.

Today, Chris applies that same “Less Is More” philosophy to retirement and financial planning helping clients cut through confusion, understand their options, and create practical strategies that truly fit their goals and lives.

In addition to working with clients, Chris is also a motivational and business speaker who enjoys sharing insights on productivity, mindset, AI, and work-life balance.

Outside the office, you might find him writing music, playing guitar, training for obstacle course races, or spending time with his wife Lisa and their two sons here in Texas.

We’re grateful for the creativity, innovation, and heart Chris brings to the families we serve every day.

06/08/2026

06/08/2026

Repping Legacy at Golden Connections last week.
Thanks to Kandi Sherecee and everyone who came out and made this a great event for our Seniors.

06/02/2026

Not your same boring Finance Bros!

At Legacy we take your finances seriously, but we also know you’re here for the fun dopamine fix

So we’re going to be mixing it up with different kinds of content.

Let us know what you think!

PS If you’d like to have a complementary chat with us about your legacy and financial plan, just pick a time here:

https://calendly.com/d/cxhy-nfs-h3z/financial-discovery-meeting/