Legacy West Insurance & Financial Services

Our Mission

At Legacy West Insurance and Financial Services, we believe that everyone deserves to live a secure and fulfilling life. That's why we're dedicated to providing top-notch insurance and financial solutions that help our clients achieve their goals. Our team of experts is committed to delivering personalized services that cater to each individual's unique needs.

Our Story

Our journey began with a passion for retirement planning and a desire to make a difference in people's lives. Our founder, Jordan, was inspired by a personal story about a young college student who was an only child to a single mother. When the mother passed away without life insurance, the student was forced to drop out of school and go to work to pay off debts. Jordan connected with this story and realized that many people face similar challenges. He decided to become a licensed insurance professional and advocate for those who need help securing their financial future.

Our Services

We offer a wide range of services that cater to our clients' unique needs. Our services include:

• Insurance Quotes: We provide customized insurance quotes for life, annuity, long-term care, and other types of insurance.
• RETIREMENT PLANNING: Our experts help clients create a blueprint for their retirement years, ensuring they have a secure and fulfilling life.
• LONG-TERM CARE PLANNING: We understand the importance of planning for long-term care, especially for those who need assistance with daily living activities.
• ANNUITY PLANNING: Our team helps clients create a tailored annuity plan that suits their financial goals and needs.
• RETIREMENT DISTRIBUTION: We help clients navigate the complexities of retirement distributions, ensuring they receive the optimal benefits.

What to Expect

At Legacy West Insurance and Financial Services, you can expect:

• Personalized Service: Our team takes the time to understand your unique needs and goals.
• Expert Guidance: Our experts provide personalized guidance to ensure you make informed decisions.
• Transparency: We believe in complete transparency, ensuring you're informed every step of the way.
• Accomplished Partners: Our team is composed of highly credentialed professionals who consistently deliver results.

Get Started Today

Don't wait any longer to secure your financial future. Contact us today to schedule a consultation and begin working towards your goals.