We are Financial Professionals

Legacy Financial & Insurance Services aims to provide the families and businesses with innovative financial strategies, in an effort to provide financial clarity, solutions, and improve your quality of life. Schedule Complimentary Analysis

Financial & Insurance Services

Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.

Financial Strategies

Our organization prides itself on providing full-service retirement planning to Rancho Cucamonga and the surrounding communities. We take an extensive look at each client’s unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated plan.

Insurance Solutions

Some retirees underestimate the impact a big market loss may have on the future of their income. 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.

Legacy Planning

Legacy planning is one key element of any successful retirement plan and helps ensure that your legacy carries on to help your loved ones, and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on whether you’re looking to preserve assets for future use, or transfer your wealth to beneficiaries.

Retirement Planning

Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. At Legacy Financial, we are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you make sense of the most tax advantaged vehicles to accomplish your retirement income goals.

Tax Strategies

One essential part of planning for your retirement is determining your tax liability and developing a strategy to minimize the amount of taxes you pay. We recommend customizing a retirement plan that is able to help take advantage of any possible tax credits and deductions.

Generational Vault

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.

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Trusted Clients
Books Published
Workshops Yearly

In The Media

The Power of Retirement Planning ​

Black Swan

Peace at the Peak

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Financial Service Professionals

Clients

Legacy Financial

Legacy Financial & Insurance Services, LLC, is a full service retirement planning company serving Rancho Cucamonga, California and surrounding communities.

What You Can Expect

Strong Commitment

Making strong commitments to our clients and building lifelong relationships are tenets of success at Legacy Financial & Insurance Services.

Unique Planning

After a thorough and careful financial discovery with you, we analyze your personal financial situation and create a retirement plan that is unique to your situation.

Lasting Strategy

Our 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.

Our Financial Professionals

Focused on helping individuals in and around Rancho Cucamonga

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