Insuring Your Health & Financial Future
Legacy Wealth Advisors is dedicated to guiding seniors with integrity, compassion, and a comprehensive plan. Our mission is to offer expert advice and tailored insurance solutions that lead you toward health, financial security, and peace of mind.
About Legacy Wealth Advisors
At our firm, we leverage over 27 years of experience in the financial and insurance sectors to provide you with honest, data-driven and customized strategies. Founded by Brandon Hawkinson, we focus on creating plans that cater specifically to your Medicare coverage and the Distribution Phase of retirement. Our goal is to ensure your financial plan mirrors your unique values and priorities while helping you save on taxes and maximize your retirement income. Trust us to guide you on your financial journey with expertise and care.
Our Insurance Plans
Medicare Insurance
We help navigate all Medicare insurance plans that offer the absolute best price, providing you with comprehensive coverage tailored to your needs.
Life Insurance
Replace outdated pre-COVID life insurance, Mortgage protection, Final Expense, and Long Term Care policies with our updated plans, ensuring lifelong protection and financial stability for you and your loved ones.
Annuities
Secure guaranteed lifelong income with our annuities, offering long-term financial benefits without market exposure. Our approach is consultant-driven, ensuring personalized support without product pushing.
FAQ
Why Choose Us?
We offer personalized insurance solutions tailored to your unique needs, ensuring the best guidance for your health & financial future. Our expertise and compassionate approach set us apart.
How to Get Started?
Getting started is easy. Simply reach out to us for a consultation, and we will guide you through the process of selecting the right insurance policy tailored to your needs and preferences.
What Makes Us Unique?
Our compassionate approach and personalized consultations set us apart. We focus on building lasting relationships with our clients to ensure their long-term health & financial security and peace of mind.
What Policies Do You Offer?
We offer a comprehensive array of insurance products, including Medicare, Life Insurance, Mortgage Protection, Final Expense, Long Term Care, and annuities, each designed to meet your financial needs and goals.
How to Change My Policy?
If you need to make changes to your policy or have any questions, our team is here to assist you. Simply reach out to us, and we will help you with any updates or modifications.
Can I Review Coverage Regularly?
Yes, we encourage our clients to review their coverage regularly to ensure it aligns with their current needs and goals. Our team is available to help you make any necessary adjustments.
Get in Touch
Contact Legacy Wealth Advisors
Have a question or need assistance? Feel free to reach out to us via phone, email, or by filling out the contact form.
