Determining Your Needs

We will help you determine what your insurance needs are and how best to fill those needs. We will also analyze your current situation.

We Know Insurance

Whether it be Life Insurance, Long Term Care Insurance, or Disability Insurance, we will help you determine what your need is and how best to fill that need. In an industry with so many different choices we aim to simplify the decision and help you find the best fit for your needs. Legacy Financial offers a complimentary analysis of your existing policies to assess the answers to these questions: Is the policy performing as anticipated? Is there a better policy available that meets or improves the current situation?

Lisa is ready to help take you to the next steps in analyzing your insurance needs.

If you would like help call Lisa at 859-655-3873 or email her.

Recognized By

  • Certified Financial

  • Chartered Life

  • Certified Public

  • Financial Planning

  • International Association of
    Registered Financial Consultants