Financial Advisors
Meridian, ID
Legacy Insurance and Financial Services is a local Mountain West brokerage specializing in comprehensive retirement planning, Medicare optimization, and wealth protection for pre-retirees and retirees. The team of licensed specialists provides personalized, face-to-face guidance on Social Security strategies, retirement income planning, health insurance, life insurance, assisted care planning, and debt elimination. They differentiate themselves through direct access to specialists (not call centers), a master brokerage network accessing 130+ carriers and 300+ plans, and long-term partnership beyond initial planning.
Ideal for: Pre-retirees and retirees approaching or in Medicare eligibility, high-net-worth families seeking tax-efficient retirement planning, seniors needing Medicare guidance and Social Security optimization
Service area: Meridian, Idaho and surrounding Mountain West region including Utah, Nevada, Washington, Oregon, Wyoming, and Colorado
Master Brokerage Network: Access to 130+ insurance carriers and 300+ plans, allowing agents to optimize retirement savings, Social Security, and Medicare across multiple options rather than limiting clients to a single carrier's offerings.
Local, Face-to-Face Specialists: Dedicated agents who answer phones directly without call centers or robo-callers, providing personalized advocacy and ongoing partnership throughout retirement.
Comprehensive Retirement Strategy: Integrated planning across Medicare, health insurance, life insurance, Social Security optimization, wealth protection, and assisted care planning designed to work in harmony for tax efficiency and income security.
Address: 800 S Industry Way Suite 250, Meridian, ID 83642
Phone: (208) 963-8236
Website: becauseweprotect.com
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