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