Build and Protect Your Financial Legacy
My Legacy Brokerage delivers independent, client-first financial guidance for individuals, families, and businesses. From wealth management and insurance to retirement and business succession planning, our advisors craft strategies to grow, protect, and transfer your wealth—so your legacy lasts for generations.
Our Services
Wealth Management
Personalized portfolios, disciplined risk management, and tax-aware strategies aligned with your goals and timeline.
Retirement & Insurance Planning
Holistic retirement income plans paired with life, disability, and long-term care solutions to safeguard what matters most.
Business Advisory
Entity structure, employee benefits, key person coverage, and succession planning to strengthen your enterprise.
Mortgage Brokerage
• Pre-approvals to shop with confidence
• Rate shopping across multiple lenders
• Refinance analysis and break-even reviews
• Investment property and portfolio loans
Home purchase, refinance, and investment property loans. We compare lenders to secure competitive rates and terms that align with your cash flow and long-term plan.
Financial Consulting
Objective, on-demand guidance for cash flow strategy, budgeting, debt optimization, and tax-aware planning—plus periodic plan reviews to keep you on course.
