Below you will find a list of some of the financial services that we provide to non-profits. If you have any questions, please contact us.

  • Clergy & Staff Compensation Package Design, Audit & Review
  • Church / Ministry Employee Benefits Package Design, Audit, & Review
  • Estate Planning, Christian Wills, Charitable Gift Planning Services
  • Church / Ministry Mortgage Loans (Corporate and Personal)
  • Church / Ministry Retirement Planning Services
  • Legacy Plans (Key Employee Debt Elimination)
  • Church / Ministry IRS Compliance Audit & Review
  • Church / Ministry Risk Management Services
  • Senior Advantage Educational Seminars

 

 

 

LEGACY SOLUTIONS PROVIDER NETWORK (LSPN) SHOPPING RESOURCES

 

  • 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
  • Church / Ministry Mortgage Refinance
  • Personal Mortgages / Refinance
  • Church / Ministry Payroll & Tax Services

 PLANNING 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

 

LEGACY SOLUTIONS PROVIDER NETWORK (LSPN) SHOPPING RESOURCES AVAILABLE NOW

  • 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

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

        

It’s never too early to start planning!

Consider these important questions:

  • -Will you have enough money to fund your retirement? Your child’s education? Pay off your home?
  • -If you become disabled, will you have enough income to sustain your current life style and still pay the extra medical costs?
  • -If you die prematurely, will you survivors life style be compromised?
  • -Are you paying more than you have to in taxes?
  • -Do your savings and investments keep up with inflation?
  • -Do you really know where you currently stand financially and where you are going?
  • -Do you find that inflation, changing tax laws, fluctuating interest rates and the variety of financial products on the market today make it hard to know what to do next?


If your answers to any of these questions concern you… We Can Help! We are dedicated and committed to helping you reach a secure planned final destination. Keys to financial success according to successful people who know where they are going are: commitment, discipline, and having a financial road map strategy.


A brighter financial future awaits those who know where they are going! A customized financial road map for you, designed by us, usually:

  • -Increases your spendable income
  • -Minimizes the impact of taxes
  • -Increases your net worth


Our Primary Objective

  1. To help improve YOUR financial position.
  2. To help increase YOUR income whenever possible.
  3. To help reduce YOUR taxes legally whenever we can.
  4. To help enhance the overall quality of YOUR life..


Our Planning Process

  1. We identify and prioritize YOUR short-term and long-term goals. We ask a lot of questions. To get to know YOU better personally and financially, we use multiple confidential questionnaires.
  2. We analyze YOUR data and prepare a customized plan for YOU. We compare how things are with how YOU would like them to be.
  3. We make specific recommendations for improving YOUR situation based on your specific established goals.
  4. We implement YOUR new plan. Any good plan includes a plan of action. We combine our experience and knowledge with the most appropriate products and solutions we have found that meet YOUR specific needs and priorities.
  5. We monitor, review and update YOUR priority financial plan as needed.

To help you on your Financial Journey, please utilize these links below:

-Financial Concepts
-Business Concepts

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