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Our team of insurance specialists identifies risks, which could negatively impact your financial position.

While it’s important to focus on what will go right with your financial situation, it’s also imperative to consider how you could be negatively impacted without appropriate protections in place. Cost-effectively transferring risk to an insurance company may be a prudent decision to minimize the financial damage of a catastrophic unexpected event.

Some of the ways insurance can be utilized in the wealth planning process include:

  • Life Insurance: Considers income replacement as well as business succession funding and estate planning through a vehicle, which can be income and estate tax-free if structured properly.
  • Disability Insurance: Protects your income in the event of your inability to work prior to retirement. Just over 1 in 4 of today’s 20-year-olds will become disabled before they retire according to Social Security Administration.
  • Long-Term Care Insurance: Protects your accumulated wealth and provides financial support for respite care, adult day care, in-home care, assisted living, as well as nursing home care if you need assistance with Activities of Daily Living (ADL’s).

Legacy Financial Services - insurance policies. Use insurance to minimize financial risks.

All guarantees are based on the claims paying ability of the issuing insurance company.  To determine which policy may be appropriate for you, consult your financial advisor prior to investing.


1300 Summit Avenue, Suite 120
Fort Worth, TX 76102
Phone: 817.877.0717
Fax: 817.210.4991

Securities & Financial Planning offered through LPL Financial Member FINRA/SIPC
The LPL Financial representatives associated with this site are licensed to discuss and/or transact securities business with residents of the following sites; AL, AR, AZ, CA, CO, FL, GA, IL, IN, LA, NC, NM, OK, SC, TX, VT