Who Are We?

We are Legacy, your trusted senior benefits partner. Our dedicated team of professionals takes immense pride in delivering excellence and unmatched service to thousands of satisfied clients nationwide.

Unlike other agencies, we are solely focused on full-time professionals who are deeply committed to their field. Our extensive training ensures that we stay at the forefront of industry knowledge, providing you with the best possible solutions.

Why Choose Us?

Social Security

Planning Education

Guidance and resources to optimize Social Security benefits.

Financial Protection

for Families

Ensuring financial security for family members.

Medicare

Supplement Plans

Coverage that fills the gaps in traditional Medicare benefits.

Expertise in

Serving Seniors

Specialized knowledge tailored to the needs of retirees or those nearing retirement.

200+ Reputable Companies

Strong partnerships allowing for tailored financial solutions.

Personalized

Service

Coverage that fills the gaps in traditional Medicare benefits.

Experience the Legacy Difference

Integrity and Excellence in Every Step!

At Legacy, ethics is not just a word - it's the foundation of everything we do. We believe in doing what's right for our clients, exceeding expectations at every turn.

If you're ready to experience the Legacy difference and navigate the complexities of senior benefits and financial planning, contact us today. Trust us to serve you with integrity and excellence.

Are you in or approching retirement?

Download

Your FREE

Medicare Guide!

We make Medicare simple—local agents, friendly faces, and no-pressure help right at your doorstep.

Specific to Medicare Plans, We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. We do offer coverage in most states, representing over 130 organizations which offer over 300 different plans throughout the United States. Contact one of our agents to learn more about what companies and plans we represent in your area.