American Legacy Solutions is a client-first brokerage helping you plan, prepare, and prosper in retirement. Our access to 200+ carriers allows us to get you the best coverage at the lowest possible price. We consolidate health, estate, investment, and all other retirement solutions in one place. I have talked with plenty of financial / insurance professionals over the years.
I found American Legacy Solutions recently and have never been as confident in a professional as I am in them. They make me feel like a member of the family and take the time to explain everything about my insurance and investment accounts. I highly recommend them to everyone! It was amazing to me, the first time I talked with an American Legacy Solutions agent how many companies that they represented and the level of knowledge they had about each one.
Knowing that they are not tied to just one company gave me the freedom to choose which company and option fit me the best. At American Legacy Solutions LLC, we have a very strong commitment to providing specialized, high-quality, personalized insurance and investment coverage to our customers at reasonable prices, in an efficient and accurate manner.
I found American Legacy Solutions recently and have never been as confident in a professional as I am in them. They make me feel like a member of the family and take the time to explain everything about my insurance and investment accounts. I highly recommend them to everyone! It was amazing to me, the first time I talked with an American Legacy Solutions agent how many companies that they represented and the level of knowledge they had about each one.
Knowing that they are not tied to just one company gave me the freedom to choose which company and option fit me the best. At American Legacy Solutions LLC, we have a very strong commitment to providing specialized, high-quality, personalized insurance and investment coverage to our customers at reasonable prices, in an efficient and accurate manner.
Services
As you plan for, enter and navigate retirement, American Legacy Solutions will be by your side every step of the way, helping to protect your retirement and financial security.
Our friendly, knowledgeable insurance agents enjoy developing relationships with customers and delivering old-fashioned service with a personal touch.
In fact, we still make house calls.
Although estate planning can be a complex task, a well-informed plan can make a big difference in what is left for your loved ones.
With our proprietary Estate Stress Test process, we will run accounts through a 10-step process to make sure that your assets pass on to your beneficiaries or charities the way you envisioned.
Our friendly, knowledgeable insurance agents enjoy developing relationships with customers and delivering old-fashioned service with a personal touch.
In fact, we still make house calls.
Although estate planning can be a complex task, a well-informed plan can make a big difference in what is left for your loved ones.
With our proprietary Estate Stress Test process, we will run accounts through a 10-step process to make sure that your assets pass on to your beneficiaries or charities the way you envisioned.
In an every changing world and economy were strength, guarantees and reliability are our top concerns.
American Legacy Solutions agents and managers have partnered with top carriers in the insurance industry to provide excellent service and superior products to our clients and their families.
It was amazing to me, the first time I talked with an American Legacy Solutions agent how many companies that they represented and the level of knowledge they had about each one.
Knowing that they are not tied to just one company gave me the freedom to choose which company and option fit me the best.
American Legacy Solutions agents and managers have partnered with top carriers in the insurance industry to provide excellent service and superior products to our clients and their families.
It was amazing to me, the first time I talked with an American Legacy Solutions agent how many companies that they represented and the level of knowledge they had about each one.
Knowing that they are not tied to just one company gave me the freedom to choose which company and option fit me the best.
Although estate planning can be a complex task, a well-informed plan can make a big difference in what is left for your loved ones.
With our proprietary Estate Stress Test process, we will run accounts through a 10-step process to make sure that your assets pass on to your beneficiaries or charities the way you envisioned.
With probate ranging from 12 to 36 months, when was the last time you put your estate through a stress test?
Our test will help identify the holes or leaks in your current plan so you can generate a more robust estate plan.
With our proprietary Estate Stress Test process, we will run accounts through a 10-step process to make sure that your assets pass on to your beneficiaries or charities the way you envisioned.
With probate ranging from 12 to 36 months, when was the last time you put your estate through a stress test?
Our test will help identify the holes or leaks in your current plan so you can generate a more robust estate plan.
Our advanced planning team takes strategies used by the wealthy and helps implement them for everyone.
We will show you ways to maximize your retirement and live the way you dreamed.
We use time-tested strategies designed to work even in challenging investment environments.
When you stop working and the paychecks no longer arrive regularly, how will you replace them?
At this time, your investment strategy needs to change.
With our Income Allocation model, you will discover how to keep the cash flowing in during retirement.
We will show you ways to maximize your retirement and live the way you dreamed.
We use time-tested strategies designed to work even in challenging investment environments.
When you stop working and the paychecks no longer arrive regularly, how will you replace them?
At this time, your investment strategy needs to change.
With our Income Allocation model, you will discover how to keep the cash flowing in during retirement.
Working with a wide range of clients, we take pride in knowing all the different forms of healthcare available to the public.
We are specialists in Medicare, Covered California, group planning, and alternative health care planning.
Never got a crash course on Medicare?
Not sure what Part A, B, C or D mean?
Our Medicare specialists are federally trained and state licensed to walk you through the ins and outs of Medicare so you can maximize the coverage options you paid so many years for.
Whether you're looking for coverage for yourself or on behalf of your growing business, we are here to help you find the right coverage, large or small.
We are specialists in Medicare, Covered California, group planning, and alternative health care planning.
Never got a crash course on Medicare?
Not sure what Part A, B, C or D mean?
Our Medicare specialists are federally trained and state licensed to walk you through the ins and outs of Medicare so you can maximize the coverage options you paid so many years for.
Whether you're looking for coverage for yourself or on behalf of your growing business, we are here to help you find the right coverage, large or small.
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