legacy holders

consulting and insurance

Prioritize and Protect Your Portfolio with Consultants Who Are Knowledgeable in Business and Insurance Services.

Our Services

Services offered by licensed and accredited consultants, known for punctuality, professionalism and precision.

image

Life Insurance & Final Expense Planning

Our team offers personalized solutions designed to protect your loved ones and preserve your legacy. We offer affordable policies for funeral and burial as well as larger universal and investment-focused options for long-term financial security.

image

Asset Protection & Liability Mitigation

In partnership with Smith Family Insurance Center to assist with the servicing of your policies, our asset protection and liability mitigation services help protect your home, auto, and business from unexpected claims and financial risk.

image

Notary Services

We offer convenient on-site and remote notary services to meet your personal and business needs.

Ready to Prioritize and Protect Your Legacy?

Contact us today for a FREE consultation.