Broker Check

Our Services

At Legacy Finical Partners, we provide expert assistance in the following areas:

Investments

  • Bonds
  • Check Writing
  • Common Stock
  • Debit Card
  • Educational IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Insurance
  • Individual Insurance
  • Group Health Insurance

Employee Benefits Consulting Built for Small and Mid-Sized Businesses


In today’s competitive job market, attracting and retaining top talent starts with offering the right employee benefits — and that’s where I come in.

As an independent employee benefits consultant, We specialize in serving small and mid-sized businesses, typically with 5 to a few hundred employees. Our mission is simple: to take the stress and confusion out of employee benefits by building custom plans that support your team, your budget, and your long-term goals.  With the constantly changing benefits landscape — costs rise, laws shift, and employee expectations evolve. We stay on top of all of it for you, ensuring your plan stays competitive, compliant, and cost-effective.

Most importantly, we are not part of a large brokerage. We work directly with you and are available 7 days a week, 365 days a year. Our clients are never just a number, and We take pride in delivering the same level of service to a 5-person business as I would to a 500-person team.

We offer highly personalized, hands-on service that includes:

  • Strategic benefits planning to align with your hiring, retention, and budgetary goals
  • Plan selection and carrier placement from across the full marketplace — no quotas, no favorites, just what’s best for you
  • Step-by-step guidance through plan implementation, renewals, and ongoing maintenance
  • Problem resolution and carrier communication — I handle the issues so you can stay focused on running your business
  • Employee education and open enrollment support, so your team understands and uses their benefits to the fullest

Example benefits package can include:

  • Group health and prescription (Rx) coverage
  • Dental, vision, life, and disability insurance
  • Critical illness, cancer, hospital indemnity, and accident plans
  • HSA, FSA, and HRA account guidance
  • AD&D and other supplemental benefits