Life is filled with opportunities. Will you be ready?
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Stay involved. Make sure your money works hard for you.
Unanticipated events can bring financial hardships. Protect the ones you love.
Strategically prepare for tomorrow, while balancing today’s needs and desires.
Legacy Strategies, LLC is an insurance and financial services firm. We offer a wide variety of financial products and services to provide economic strategies for our clients, who include individuals,
families, and business owners.
We utilize a distinct macro-economic modeling process with our clients. This nontraditional approach helps our clients understand financial concepts and dynamics, which then forms the foundation for a personalized road map—a process that helps balance growth potential with the reduction of risk for their future.
Legacy Strategies, LLC helps our clients reach their wealth potential by not setting predetermined needs or goals and pursuing superior efficiency and coordination of their assets.
As a general agency with the companies of OneAmerica®, we are proud of our reputation for helping our clients create possibilities in their lives. Our experienced and knowledgeable professionals provide a "hands on" approach to financial guidance. We keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals.
Contact us to learn more about our proven approach and see what we can offer to provide clarity about your financial future.
You save smart for your retirement, for many reasons. One may be to try new things later in life. Things you've always wanted to do. Your bucket list.
See how our clients have achieved their bucket lists in retirement.