Legacy Wealth Strategies

At Legacy Wealth Strategies, we're passionate about helping individuals and businesses protect what's important - their family, income, and retirement. With over 47 years of combined experience, our team of dedicated advisors is committed to delivering exceptional insurance, investment, and financial products to meet the unique needs of our clients.

Our Services

We offer a wide range of services designed to help you achieve your financial goals. From life protection and disability insurance to Medicare solutions, mortgage insurance, and retirement planning, we're dedicated to providing personalized solutions that meet your specific needs.

Life Protection

Our life insurance solutions provide protection for what's important - your family's future, your retirement, and more. Our team of experts will work with you to determine the right coverage for your unique situation.

Disability Insurance

In the event of sickness or injury, disability insurance helps ensure that your bills will still be paid. Our team will work with you to find a policy that fits your needs and budget.

Medicare Solutions

Navigating Medicare can be confusing, but our experienced advisors are here to help. From Medicare 101 seminars to personalized guidance, we'll help you make informed decisions about your healthcare coverage.

Mortgage Insurance

If the unexpected happens, mortgage insurance helps ensure that your mortgage and expenses will be paid. Our team will work with you to find the right coverage for your situation.

Retirement Planning

Our retirement planning services are designed to help you prepare for a secure, comfortable retirement. From 401(k) plans to retirement Income strategies, we'll work with you to create a personalized plan that meets your goals.

401(k) Plans

Attract and retain top employees by offering easy-to-understand retirement plans. Our team will work with you to find the right solution for your business.

Our Philosophy

At Legacy Wealth Strategies, we believe that financial plans should be tailored to each individual's unique situation. That's why we take a client-first approach, focusing on your needs and goals above all else. Our team is dedicated to providing exceptional service, with a focus on what matters most - your family, income, and retirement.

Our Team

Our team of experienced advisors is dedicated to delivering exceptional service and personalized solutions. With over 47 years of combined experience, we're confident in our ability to help you achieve your financial goals.

Contact Us

At Legacy Wealth Strategies, we're committed to helping you protect what's important. Contact us today to learn more about our services and how we can help you achieve your financial goals.