What Does Your Retirement Look Like?
We're Here To Help!Legacy Wealth Strategies is a full-service retirement planning company, with a focus on serving the unique needs of public employees and their families. Our mission is to help everyone make their income last their entire lifetime, because they deserve to have an easy retirement. We are a national company with agents trained to understand your unique needs!
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Some of Our Popular Services
Being a full fledge retirement firm, we can help with a wide variety of different topics! Included below are just a few of the important specialties that we find most people are concerned about when it comes to their future and retirement.
Mortgage ProtectionOur mortgage protection insurance is designed to pay off your mortgage in the event of your death to make your family keep their home no matter what. Don't leave debt to chance.
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Retirement PlanningIn Retirement, it becomes less about how much you earn and more about how much you keep. We will show you how to protect your hard-earned nest egg and future Legacy.
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Indexed Universal LifeIUL policies allow you to take money out of your policy when you need it without a penalty, extend retirement cash flow for up to 30-40 additional years from a traditional 401k or IRA.
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AnnuitiesWith an annuity, you can guarantee income for the rest of your life and enjoy your golden years without worrying about finances or burdening your family. Make safety a priority!
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Living BenefitsNot all life insurance is created the same. Many life insurance policies only payout when you die. Did you know some life insurance policies can also provide access to death benefits while you're still living.
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Life InsuranceWith life insurance, you can save your family from worry by providing them with a cash benefit in the event of you death, giving them the security they need to avoid serious financial problems.
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Free Benefits Analysis!We provide FREE no-obligation benefits planning reviews provided by one of our public benefits advisors. In addition to the FREE benefits planning reviews, you will also receive an Employee Benefits Analysis Report.
These personalized and exclusive reports will help public employees from all branches and departments navigate through the complicated waters of understanding their benefits options before and at retirement. |