Tuesday, March 19, 2024
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CHARTING ANY FINANCIAL COURSE CAN BE CONFUSING 

Job # 1 for us is to help minimize confusion for our clients by designing for each one a pesonalized financial road map that safely leads them towards their desired final destination!   

Regardless of "WHAT" our clients planning objectives are or "WHERE"  their journey may lead, they can trust our experienced team of navigators to chart their course towards a more secure future!

Job # 2  is to make sure they are properly prepared for their journey, 

 

IT'S REALLY QUITE SIMPLE!

Reliable financial roadmaps require "GOOD FIT"financial product solutions to enhance success for "on time" arrival . Having access to a proven provider network comprised of multiple trustworthy companies with successful track records and excellent customer service plays a crucial role in safe arrival to any final desired destination!  

Financial travelers on unfamiliar financial roads without proper direction usually encounter unforseen detours and delays on their journey! Lack of preparation often leads to less than expected results somewhere down the road

Financially speaking, the unwise selection and use of inappropriate product choice selections" to fund a well-designed customized financial roadmap plan can lead to "off course" results and/or unforseen financial disaster somewhere down the road.

The solution to avoiding such risks: a customized roadmap funded only with smart choice "GOOD FIT" products designed to prevent having to reverse direction, backtrack  and "start over again"! 

We want our clients headed in the right direction as they start their journey;  we want them to stay on course during their journey and we want them arriving to thier chosen final destination safely and on time as planned!

That's why we recommend our Legacy Solutions Provider Network team partners below offering only reliable products and other financial service solutions for our customized roadmap recommendations that we know satisfy both our high suitabiity and quality standards as well.  

 

OUR TEAM PARTNERS CAN SPEED YOU ON YOUR WAY

Our Legacy Solutions Provider Network team (LSPN) has assisted many financial travellers reach their final desired and planned destination for many years!  Each of them exhibits the strength of character, integrity and dependability our clients deserve and that we expect of them and of ourselves.  

Each member of our network team joined us by invitation only! Not only were they carefully selected, even the many different product companies they represented were required to be financially strong, have exhibited proven reliability over many years AND were expected to be just as concerned about outstanding customer care as we are.  Companies with like Kansas City Life, for example, among others, has more than 100+ years of successful experience assisting our clients reach their financial goals.

In summary, proper planning, adequate preparation with a tool kit of PRODUCTS AND SERVICES THAT FIT, should result in the achievement of realistic goals and favorable results based on realistic expectations for our clients down the  road. We proudly present to you our current list of distiguished LSPN preferred providers .......all committed  to serving your risk managment product and services solution needs for your successful journey!

 

Meet Our Legacy Solutions Partnership Network Providers!

Healthcare:

Life Insurance:

Retirement/Investments:

  • Various Sources

Final Expense

  • ASPECT MANAGEMENT
  • LOURIE CONSULTING

    

Dental & Vision:

Disability:

Senior Care (Medical/Dental)

  • AARP
  • BCBS of SC
  • CARE IMPROVEMENT PLUS
  • CIGNA HEALTH SPRING
  • CIGNA
  • UNITED HEALTH CARE
  • RENAISSANCE DENTAL

        

Our Trusted Partners

  • Kansas Life
  • BSC
  • IMG
  • BCBS
  • Blue
  • The Bloch Agency
  • KCL Group

HCR: 5 Things You Need to Know

  1. The ACA Law is in Effect;
  2. You are required to have coverage;
  3. Major milestones are looming;
  4. Financial help extends to middle class Americans;
  5. Insurances prices/costs may significantly change;

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What Others Are Saying

Brian Keith

"Legacy Financial Solutions has been a tremendous help to us in our efforts to provide our congregation with the essentials needed to navigate them through the difficult and arduous task of preparing wills.

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Robert Hayes

"All I did was see a need and called Legacy Financial Solutions, LLC.

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