Why Legacy Resource Centers?
Legacy Resource Centers offers free discussions to help you plan for the future, regardless of your age or savings. Effective planning is essential for everyone, and we can assist in the process to ensure that common concerns are addressed.
We focus on four areas of concern: Healthcare Planning, Illness & Death Planning, Legal Planning, and Financial & Insurance Planning.
Empowered Healthcare Planning for Individuals Under 65 and Medicare Recipients
Whether you are under 65 or on Medicare, healthcare plans change every year, and it's important to be aware of any significant changes and how they might impact you. We are here to assist you in reviewing your plan and providing you with the best advice based on your specific healthcare requirements. These reviews are free of charge and can be conducted over the phone or in person.
Comprehensive Life Insurance and Long-Term Care Insurance Solutions.
What happens if your ill spouse, who used to handle all the finances, is no longer able to do so? We are here to assist you in protecting your assets by ensuring that your beneficiaries are current, bank accounts are correctly titled, and real estate is safeguarded in the event of a long-term care situation, in your home or in a facility.
If healthcare costs are depleting your savings, we can help you explore the possibility of getting Florida Medicaid. Some local professionals can review your situation at no cost and guide you through the process.
Legacy Planning
We utilize legacy planning strategies to preserve inheritance and probate while transferring wealth to the intended heirs. Local lawyers, home health providers, and other healthcare professionals can help manage the aging process. We can help you find professionals who can cater to your specific needs.
We aim to provide strategies for you and your loved ones throughout your lifetime, and beyond.
Financial Planning for both Distribution and Accumulation.
Full-service advisors can assist in many aspects of investing for every age group. They help protect loved ones in various ways. They know seniors' needs as well as young people with growing families. Seniors and retirees are no longer in the accumulation phase, like their younger counterparts. It's time to protect what you have saved for your entire lifetime. It's time to plan for income and the preservation of your legacy.
Planning from now until Death.
Experienced professionals help people prepare for unforeseen circumstances. Our services include financial planning, illness planning, insurance planning, retirement planning, education funding, legal planning, and final expense planning. Being an independent financial and insurance services firm, we have access to a wide range of strategies to help your loved ones' legacies for generations to come.