YOU COME FIRST
Your Trusted Partner in Financial Security
Legacy Financial Planning LLC helps individuals and families find the right life insurance coverage to safeguard their loved ones, their home, and their financial stability. From term life and whole life to final expense and mortgage protection, we guide you every step of the way.
A+ Rated Carriers
We partner exclusively with top-rated insurance companies for your peace of mind.
75,000+ Families Protected
Helping families secure their financial future.
Quick Approvals
Get coverage in as little as 24 hours with our streamlined application process.
Licensed Advisors
Work directly with experienced professionals who understand your unique needs.
$2.5M+ Monthly Production
Work directly with experienced professionals who understand your unique needs.
Lifetime Support
We're here for you long after your policy is issued. Questions? We have answers.
Best Rates
Access to 75+ carriers means we find you the most competitive premiums.
97% Client Satisfaction
Delivering personalized service and lasting relationships.
No Pressure
Transparent guidance without sales tactics. Your best interest is our priority.
Services and Information
Whole Life Insurance
Our Whole Life Insurance provides lifelong coverage with guaranteed benefits and built-in cash value growth. This policy offers permanent protection, predictable premiums, and a savings component that can be accessed throughout your lifetime. Whole life insurance is ideal for individuals and families seeking long-term financial security, wealth preservation, and legacy planning.
Key Benefits:
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Lifetime coverage
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Fixed premiums
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Guaranteed death benefit
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Cash value accumulation
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Tax-advantaged growth
Term Life Insurance
Our Term Life Insurance provides affordable coverage for a specific period of time, making it a cost-effective solution for income replacement, debt protection, and family security. Term policies are designed to protect your loved ones during your highest-need years, offering strong protection at a lower cost.
Key Benefits:
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Affordable premiums
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Flexible term lengths
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High coverage amounts
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Ideal for families and young professionals
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Simple and effective protection
Final Expense Insurance
Our Final Expense Insurance is designed to help cover funeral costs, medical bills, and other end-of-life expenses. This coverage ensures your loved ones are not burdened with unexpected financial responsibilities, providing peace of mind during a difficult time.
Key Benefits:
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Covers funeral and burial costs
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Simple application process
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Fixed premiums
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Lifetime protection
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Fast payout to beneficiaries
Mortgage Protection
Our Mortgage Protection plans are designed to help protect your home and family. In the event of death, illness, or disability, this coverage helps pay off or reduce your mortgage balance, allowing your loved ones to remain in their home without financial strain.
Key Benefits:
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Protects your home
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Helps cover mortgage payments
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Flexible coverage options
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Affordable plans
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Peace of mind for homeowners
Meet the Founders
Legacy Financial Planning
Ready to Secure Your
Family's Future?
Get a personalized quote from the team within minutes. No obligation, no pressure—just honest guidance from licensed professionals who care about your financial well-being.
Legacy Financial Planning is dedicated to providing personalized insurance solutions and financial planning services. We specialize in creating individual insurance plans, offering guidance on Medicare supplements, and providing insurance options for small businesses. Our knowledgeable team stays informed about the latest insurance regulations to offer comprehensive and compliant advice. We also conduct informative seminars to educate our clients on policy benefits and financial wellness. By collaborating with reputable insurance providers, we ensure our services are designed to enhance customer satisfaction and financial security.