Services
When you make decisions this important, you want to be able to rely on someone you trust. We’ll be here today and anytime you or your family need anything!
As you plan for, enter and navigate retirement, American Legacy Solutions will be by your side every step of the way, helping to protect your retirement and financial security. Our friendly, knowledgeable insurance agents enjoy developing relationships with customers and delivering old-fashioned service with a personal touch. In fact, we still make house calls.
Estate Planning
Although estate planning can be a complex task, a well-informed plan can make a big difference in what is left for your loved ones. With our proprietary Estate Stress Test process, we will run accounts through a 10-step process to make sure that your assets pass on to your beneficiaries or charities the way you envisioned.
Financial Strategies
Our advanced planning team takes strategies used by the wealthy and help implement them for everyone. We will show you ways to maximize your retirement and live the way you dreamed about. We use time-tested strategies designed to work even in challenging investment environments
Healthcare
Working with a wide range of clients, we take pride in knowing all the different forms of healthcare available to the public. We are specialists in Medicare, Covered California, group planning, and alternative health care planning.
Long Term Care
With care costs rising quickly, our Long-Term Care Specialists help you take advantage of all areas of planning. The team can help you with asset-based planning, traditional LTC planning, hybrid programs, and more. We will make sure that you have the coverage that best suits your needs.
Life Insurance
Our wide variety of carriers gives you access to hundreds of life insurance options. Our strategies range from final expenses to key man insurance. We can help you use your life insurance to fund retirement or to replace the loss of income of a loved one. With over 50 strategies at our fingertips, we can custom build anything for you.
Legacy Safeguard
We at American Legacy Solution believe that it is important to leave a legacy to our loved ones and to be remembered long after we’re gone. With this in mind, we at American Legacy Solutions are proud to announce a new service called Legacy Safeguard, a comprehensive legacy planning service to help you leave a lasting legacy and to help you be remembered for generations to come.
Get out of Debt
Are you 100% sure you’ll have a great retirement, or do you have some doubt?
What if we could show you how to be out of debt in 9 years or less including your mortgage without spending any additional dollars than you are spending right now?