Insurance Consulting

Protecting yourself and your family against loss of income or assets, in the event of your death or disability, is one of the primary roles of proper insurance coverage. We can provide a detailed review of all your existing insurance policies and inform you if there are any risk gaps that need to be addressed, and recommend appropriate solutions.

Our staff of talented and credentialed professionals includes Chartered Financial Analysts™, Certified Financial Planners™, Certified Trust and Financial Advisors™, attorneys, tax and estate planning experts, trust officers, and investment managers who are committed to building enduring relationships with you and all generations of your family. Legacy’s personalized approach to wealth management has produced a growing list of clients who share our passion for excellence. Together we work diligently to secure the future for their families and join efforts to build stronger communities.

Learn More About How We Can Help You Build Your Legacy