March 15, 2014
No one. I found it through researching the site.
The name of my business is Legacy Financial Partners, LLC. We are a Financial Planning and Insurance agency. Being an independent agency allows us the flexibility to keep the clients best interest priority one. I handle the "fixed" side of the business - Life Insurance, Medicare Options, Critical Illness and Health Insurance.
Synergy. Helping others achieve their goals. Education.
It provides me a wealthspring of ideas to use to enhance my relationships with my clients.
Independent Insurance Broker, concentrating in Asset Protection and Elder Care coverage.