Retirement Solutions

Starting Out, Growth or Ready to Retire. A LEGACY Adviser is able to assist you now...

Read morechevron

A Life Insurance Plan That Protects Your Income

LEGACY Partners will guide you to building the plan that fits your budget.

Read morechevron

Solutions for Business

Simplify your Business by learning how to supplement your retirement with our non-qualified solutions.

Read morechevron
lightbulb

Providing Hope

When life hands you nothing but lemons the financial freedom life insurance can provide brings hope. Hope to keep your dreams alive.

Securing Your Future

When tragedy happens having both disability insurance and life insurance can provide the income you need so you and your family can carry on.

tools-2

Protecting Your Family

Let us help you provide the money your family will need when a bread winner's income is no longer there. Securing your home with mortgage protection.

browser

Business Solutions

Whether it's setting up a pension, security for expansion, cession planning, or a death benefit for your family business life insurance can meet your needs.

 Our Services

Life Happens

toolboxProtection

Amy McNeely: Protection Is Paramount

Sam McNeely, an ex-football player, towered over everyone who came in contact with him. But his size belied a soft side he was quick with a joke and able to befriend anyone with his easygoing ways. That's what made Amy fall in love with him.

Within a year of getting married, they discovered they were going to be parents. That's when they met with Sam's cousin and insurance professional Juli McNeely, CFP, CLU, LUTCF. Amy understood from the beginning that protecting their growing family with life insurance was paramount.

Insurance Made Easy

Professional competence... personal service. Legacy is a firm of proven professionals... caring, conscientious people... cordial, energetic, and dependable.

Our commitment is to the highest standards of excellence in all that we do... established on the firm basis of trust well-earned, and individual, personalized service.

hotairballoon
Get a Quote

Get a no obligation quote by providing some basic information.

clock
Life Insurance Buyer's Guide

This user friendly guide will help explain the different types of Life Insurance to assist you in making an informed decision.

tools
How much Life Insurance do you need

Print out this simple form to see how much life insurance you may need

presentation
How Benefits are paid out

When the unfortunate happens this information will help understand the process of filing a claim.  

Latest News

Reasons for Purchasing an Annuity

Annuities can serve many useful purposes. If you are in a saving-money stage of life, a deferred annuity can: Help you meet your retirement income goals. Employer-sponsored plans such as a 401(k), 403(b) or Keogh are an important part of planning for retirement. However, contributions to these...

How much life insurance do I need?

Life Insurance will achieve many of your financial goals In most cases, if you have no dependents and have enough money to pay your final expenses, you don't need any life insurance. If you want to create an inheritance or make a charitable contribution, buy enough life insurance to achieve...

Do I need insurance for a child going away to college?

Higher education secures your childs future With computers, TVs, printers, PDAs and MP3 players being shipped off to school, it is more important than ever that students and their parents purchase the appropriate insurance protection. Theft can be a major concern on college campuses; according...

Finding Coverage that Matches Your Business Size

Home Business, Small Business, Global Business Here is How to Choose the Right Coverage for Your Business The types and amount of insurance that you need for your small business are based on several factors. What type of business are you in? Where is it located? Do you have employees? You can...

What Are the Different Types of Annuities?

Fixed vs. Variable Annuities In a fixed annuity, the insurance company guarantees the principal and a minimum rate of interest. In other words, as long as the insurance company is financially sound, the money you have in a fixed annuity will grow and will not drop in value. The growth of the...

Why Choose Us

  • Our Financial Focus

    Legacy is a life insurance and financial services agency dedicated to the financial security during every stage of our clients' lives. From mortgage protection to retirement planning, family planning to end of life planning we bring over 80 years of experience to meet your goals your way.

  • Our Social Focus

    Legacy is a 21st century company. Our high tech business environment enables us to help our clients to better communicate with us and expedite information gathering and coverage changes. This business environment as allowed us to build partnerships across generations to better serve the communities in which we work.

  • Our Customer Promise

    Throughout Legacy's history, our emphasis has been on providing "A Variety of Excellence" in all our insurance products, enhanced by the personal involvement of owners, partners, and service personnel. Our management and administration only adds to Legacy's philosophy of service devoted to our client's needs.

Our Clients Says