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Are you on track
for retirement?

The question isn’t at what age to retire, it’s what income.

Schedule Your Analysis

Meet Rami Tameez, DBA, AAMS®, AWMA®

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President and Co-Founder

Are you on track for retirement?

Schedule Your Complimentary Analysis

Rami Tameez, Author of

The Power of Retirement Planning …
Turning Hope So into Know So

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Request Your Copy Today

Financially Tuned Radio

Listen to This Week In Radio
on Rami’s Radio Show

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Listen Now!

Welcome to Legacy Financial & Insurance Services

Legacy Financial & Insurance Services, LLC, is a full service retirement planning company serving Rancho Cucamonga, California and surrounding communities. Legacy Financial & Insurance Services, provides retirement and estate planning to families nearing or already enjoying retirement. Our mission is to provide the families and businesses with innovative financial strategies, in an effort to provide financial clarity, solutions, and improve your quality of life. Making strong commitments to our clients and building life-long relationships are tenets of success at Legacy Financial & Insurance Services.
After a thorough and careful financial discovery with you, we analyze your personal financial situation – risk tolerance, time horizon, liquidity needs, and retirement goals — and create a retirement plan that is unique to your situation.

Our Services

Financial Strategies

Rami Tameez is a financial professional who focuses on protecting and preserving the wealth of his clientele. His goal is to assist his clients in creating lasting strategies that protect their hard earned assists and give them the independence and control needed for the future.

Retirement Planning

Our Firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.

Insurance Solutions

Some retirees underestimate the impact a big market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets: it can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs while still participating in market growth by offering a variety of insurance products and financial planning strategies.

Our Team

Rami Tameez
DBA, AAMS®, AWMA®
President and Co-Founder

Rami Tameez is a financial professional who focuses on protecting and preserving the wealth of his clientele. His goal is to assist his clients in creating lasting strategies that protect their hard earned assets and give them the independence and control needed for the future.

As one of the founding leaders of Legacy Financial and Insurance Services, he leads his team to help local clients with retirement and insurance strategies. Rami’s mission is to educate the public on financial topics and techniques that help reduce taxes, create guaranteed income streams and offer protection in the volatile marketplace.

Rami is a graduate of CSUSB with a degree in Management. He also received a Masters Degree in Management from National University, Doctorate in Business Administration at Columbia Southern University, and holds additional financial designation including: Accredited Asset Management Specialist (AAMS) and Accredited Wealth Management Advisor (AWMA) through the College for Financial Planning. Rami Tameez is a public national speaker educating industry peers throughout the nation. Rami Tameez also is a professor part-time at CSUSB in the Jack Brown Hall School of Business helping educating students both undergraduate and graduate students.

Rami is very active in the community as well. He is on the board of JJ Smiles Foundation, a non-profit organization dedicated to bettering the lives of children.

Tatum "Tate" S. Hilmoe
Estate Planning Attorney

Joyce Boston, CPA
Founder of Boston & Company CPA

Mark Sharifi
Co-Founder

Shawn Coffey
Northern California Area Manager, Agent

Sierra Van Meter
Executive Assistant/Agent

Katrina Rednour
Executive Assistant

Nicole Powell
Executive Assistant

Video Library

  • Social Security Maximzation

    Social-Security-Maximization

    Income Planning

    Financial Strategies

Generational Vault

Keeping Your Financial Information Safe and Secure
A virtual “safety deposit box” for our clients to upload important documents and view financial information.  It comprises three dynamic components, including a secure portal to send and store confidential financial documents, daily investment and banking values, as well as snapshots of financial assets and expenses to view. All data is secured with a SSL Certificate, one of the strongest encryption key available, and adheres to compliance and regulatory requirements.

 

Generational Vault Login

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Our Office

Legacy Financial & Insurance Services
10832 Laurel St. #203
Rancho Cucamonga, CA 91730

(909) 948-0700

myadvisor4@protectingyourfuture1.com

View map and directions