Specializing in Wealth Management and Asset Preservation.

Right now you are probably feeling overwhelmed and anxious about the challenges our economy is experiencing.  I want you to know that Legacy Planning Insurance & Financial Services remains a strong, competitive firm and I am eager to answer your questions and provide support.

We have compiled a wealth of information in the form of newsletter articles, calculators, and research reports to assist you with your finances.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Our financial representatives are available to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled Legacy Planning Insurance & Financial Services professionals to pursue your financial goals.

We are here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance. Experience what it's like to be a Legacy Planning Services & Financial Services client. Contact us today!


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck