Wednesday, July 17, 2024
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For-Profit Services


  • Personal Compensation Package Design, Audit & Review
  • Employee Benefits Package Design, Audit & Review
  • Estate Planning, Wills & Trusts, Charitable Gift Planning Services
  • Business/Mortgage Loans (Corporate and Personal)
  • Tax Preferred Retirement Planning Services
  • Legacy Plans (Key Employee Debt Elimination)
  • IRS Compliance Audits & Review
  • Complete Risk Management Services
  • Senior Advantage Educational Seminars
  • Business Mortgage Refinance
  • Personal Mortgages/Refinance



  • Group Medical, Group Dental, Group Disability and Group Life insurance
  • Senior Advantage Products (Medicare , Medicare Advantage, Long Term Care, Final Expense, SAFE money solutions, CD alternatives)
  • Retirement Plans (IRA’ Roth IRA’s 403(b) 401-k, SIMPLE or SEP’s)
  • Group or Individual International Medical Travel Insurance
  • Individual Medical, Dental, Disability or Life insurance
  • Individual or Group Medical Insurance

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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