Watch Powerful Legacy TV- Now Saturdays 7:00pm on ABC-36 WTVQ

Listen to our radio show called "Your Powerful Legacy Radio" every Saturday morning at 11:00am-12:00pm on iHeartRadio.com and WLAP 630 Talk Radio!

Also check out our podcast!

Powerful Legacy

Insurance & Financial Services

Now Available!

The Retirement Train

Your ticket to financial strategies that will help protect your income,
your family, and the life that you love.

Retirement Strategies

Successful solutions using a detailed personal needs analysis with a comprehensive approach to strategize your individual plan.

We are here to help you solve your retirement puzzle! We take a comprehensive approach to each individual case while making the complex situation simple and easy to understand. We make sure you retire how and when you desire!

Insurance Services

Protect your legacy with Life insurance, critical, chronic and terminal illness, Long term Care Coverage, Medicare Supplement, and more!

We have full insurance services available for you. From Income protection during your working years, to estate protection in your golden years, we make sure you are covered with Life Insurance, Long Term Care Insurance, Medicare Supplement Insurance, Critical - Chronic - Terminal Protections.

Estate & Legacy Strategies

We help you structure your wealth to make your legacy everlasting.

Let’s continue to solve the puzzle making sure that those you care about are taken care of when you’re gone with efficient estate & tax strategies.

Wealth Protection

Successful solutions using a detailed personal needs analysis.

We network with tax professionals and investment advisors to actively manage your wealth and retirement accounts.

Social Security Strategies

We seek to implement successful strategies with the potential to maximize your hard earned pay!

We have an amazing system to integrate this plan into your retirement strategies to make sure you take social security at the right time and help optimize benefits. Ask for your complimentary report today!

Safe Money* Strategies

With our individually tailored strategies, we make sure you won’t outlive your money!

*Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance
company.”

We put passion in our strategies that are custom made for individuals needs to make sure you have potential to increase your conservation and distribution phases of retirement.

Tax Strategies

One of the most important pieces of the retirement puzzle, we have it ready for you! Everyone pays taxes, make sure you don’t pay too much!

We network with specialists in tax deferral and tax harvesting strategies. We want to make sure this is factored into each individuals plan. We also have CPA’s in our firm because we want to make sure you are getting the tax portion of your strategy right.

Client & Community Education

Knowledge is POWERFUL, we have amazing educational pieces that fall into your Financial Puzzle.

Our clients rave about how they feel educated on a regular basis about our services. We are a boutique firm on purpose, to stay connected to our clients! If you feel confused about your puzzle, call us today!

Let's start your legacy!

Our "Passion for future" shows in everything we do to help build your plan.
Call Us Today.

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Meet The Team

Testimonials

"Hands down, Powerful Legacy is the best!"

“Very personable and comfortable, always makes us feel welcome.
So glad we chose Powerful Legacy to retire us!” - Becky S.

“If you need retirement information, this is the place to go.” - Leesa O.

“She takes care of everyone like her own family, with love and care!” - Sandy K.

“Our future is bright and safe. Thank you Powerful Legacy!” - Ashley S.

“Testimonials appearing on this site are from individuals, reflecting real life experiences of those who

have used our products and/or services. However, they are individual and subjective. We do not

claim or make any admission that the testimonials are typical results that clients will generally

achieve. The testimonials are not 100% representative of all of those who will use our products

and/or services and we make no admissions of such.”

Why Us?

Passionate in our client service. Creating growth beyond money.

Consistent in our caring and monitoring your personalized goals and strategy.

Successful at executing your plans and protecting your future!

Educating you along the way.