Who We Are

Our firm, Legacy Financial Solutions is strategically poised to assist individuals and families, businesses and ministries and leadership alike of all sizes who face the many challenges often associated with directing limited resources to unlimited opportunities.  

Whether the challenge is one associated with the intricacies of personal risk management and retirement planning, or business risk managment issues for both profit or nonprofit entities we have solutions and are here to serve your needs.

If you are facing other unique financial planning scenarios such as employee/staff benefits planning, estate planning, retirement planning, tax planning, business planning, wealth transfer planning, final expense planning or need affordable care act guidance, compliance assistance or IMMEDIATE HEALTHCARE ENROLLMENT you came to the right place,

Our goal is to provide you with the most relevant and accurate “Knowledge,” help bring security & peace-of-mind through exceptional “Performance,” while establishing a long-term relationship built on “Trust,”