Contact Us

Your legacy deserves more than a standard policy. Connect with our Mountain West strategists for a private consultation focused on your wealth, health, and long-term security.

Sophisticated senior woman smiling, representing secure retirement and strategic Medicare planning in the Mountain West – Legacy Insurance & Financial Services.

Office Hours

Monday to Friday

9:00 AM - 5:00 PM

Saturday & Sunday

Appointment Only

Legacy Main Location (Utah)

6671 S Redwood Rd STE 200, West Jordan, UT 84084

Office Hours

Monday to Friday

9:00am to 5:00pm

Saturday & Sunday

Appointment Only

Legacy Main Location  (West Jordan, UT)

6671 S Redwood Rd STE 200

West Jordan, UT 84084

Download

Your FREE

Medicare Guide!

Strategic Medicare Navigation. We help high-net-worth families integrate Medicare into their broader retirement and tax-efficiency plans. Download our 2026 Strategy Guide.

Strategic Guide to Medicare and Retirement Protection for High-Net-Worth Families in the Mountain West.

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.