Services Overview — Legacy Financial Solutions
At Legacy Financial Solutions, we specialize in protecting wealth, enhancing legacy, and building tax-efficient strategies for individuals, families, and business owners. Our focus is on delivering tailored, forward-thinking solutions that align with your long-term financial goals.

Our Core Services Include:

Premium Financed Life Insurance
We help high-net-worth individuals preserve capital while securing significant life insurance coverage using third-party financing. This strategy enables clients to protect their estates, minimize liquidity risks, and enhance generational wealth without disrupting investment portfolios.

Executive Bonus Plans
We design custom life insurance-based bonus plans for businesses seeking to attract, reward, and retain top executive talent. These plans are simple, tax-advantaged, and provide meaningful long-term benefits to key employees—all while offering flexibility to the employer.

Life Insurance Solutions
Whether it's term, whole life, or indexed universal life (IUL), we build personalized coverage strategies that protect loved ones, support estate planning, and offer long-term cash value growth. Our approach focuses on protection today with the ability to build financial security for tomorrow.

Fixed and Indexed Annuities
We offer annuity solutions that provide guaranteed lifetime income, protection from market downturns, and tax-deferred growth. These products are ideal for clients looking to create predictable retirement income streams while preserving principal.

At Legacy Financial Solutions, we don't just sell products—we build legacy-focused strategies that secure your future and empower the next generation.