Our Services
Medicare & Health
Insurance
From Medicare to individual & family health insurance, personalize your plan.
Wealth & Income
Protect and maximize retirement savings income. Perfect Social Security strategies. Sharpen savings & eliminate debt.
Life Insurance
Protect your loved ones. Plan your estate. Leverage the unique characteristics of life insurance for personal or business planning.
Assisted Care Planning
Get professional help planning for care at home or in assisted living. Protect assets, choice, dignity & relationships by planning ahead.
Medicare & Health
Insurance
From Medicare to individual & family health insurance, personalize your plan.
Wealth & Income
Protect and maximize retirement savings income. Perfect Social Security strategies. Sharpen savings & eliminate debt.
Life Insurance
Protect your loved ones. Plan your estate. Leverage the unique characteristics of life insurance for personal or business planning.
Assisted Care Planning
Get professional help planning for care at home or in assisted living. Protect assets, choice, dignity & relationships by planning ahead.
About Legacy Insurance and Financial Services
Experience the power of a premier Mountain West brokerage with the heart of a local agency. At Legacy, we specialize in comprehensive retirement strategies designed to protect your income and secure your future. Our network of licensed specialists provides personal, face-to-face advocacy for every stage of your journey. Explore our services below to see how we coordinate your health, wealth, and legacy for 2026 and beyond.
Legacy is a premier multi-state agency providing specialized Medicare and retirement planning. With dedicated regional offices across the country, we provide seniors with the sophisticated strategies of a national firm delivered by on-the-ground local specialists.
Expanded Services
We specialize in navigating the 2026 tax landscape to ensure your legacy remains intact.
Licensed specialists across Utah, Idaho, and the Northwest.
Wealth & Income
Retirement Savings Income Protection & Maximization
Maximizing Retirement Tax Efficiency
Fundamental Savings Education
Social Security Choices
Pension Maximization
Veterans Benefits
Roth Conversion
Debt Elimination
Savings Growth
Estate Planning
Protect Loved Ones With Life Insurance
Property & Casualty Insurance
Tax Efficient Wealth Transfer
Income Replacement
Trust Use
Healthcare
Individual/Family Health Insurance
Veterans Aid & Attendance Benefit
Alternative Health Coverage
Affordable Care Act (ACA)
Assisted Care Planning
Special Needs Trust
Medicare Coverage
Small Group Property
& Casualty Insurance
Buy/Sell Agreements
Business Planning
Key Man Funding
Exit Strategy
Group Health Insurance
Group Long-term Care
Group Life Insurance
SIMPLE IRA, 401(k), and other group or self-employed savings plans
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.
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.
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