How Life Insurance & Retirement Planning Works

At Legacy Smart Group - Financial Solutions, we are committed to empowering individuals and businesses across the United States with unparalleled financial management and consulting services. What we have learned is that we have to educate our communities as knowledge is power. Whether you're planning for retirement, optimizing investments, or managing corporate finances, Legacy Smart Group will give you the foundation to start from. See you at future events.

LSG Library Tour 2

Senior Events & Resource Fairs

At Legacy Smart Group - Financial Solutions, becoming a resource & a pillar of the community is everything like taking care of family. What we have learned is that we have to educate our communities as knowledge is power. We attend events Nationwide as vendors and serve in the capacity to provide information, solutions and resources through our networks. Would you like us to support your local events?

Senior Event

Podcasts & Social Media

At Legacy Smart Group - Financial Solutions, we realize that having a wider reach requires using today's technology. As the founder pours energy into his partners using his methods from the U.S. Army, we understand that we can serve more when we supoort and network with other leaders.  Here we spoke on the Red Carpet on the Alicia Couri channel with Lady Amanda Speaks, the conversation was based on getting your affairs in order. The conversation can't be the same all the time that fits the same ear.  We understand and can connect.  Can we work together?

Annual Business Trips with LSG

At Legacy Smart Group - Financial Solutions, we value our agents, clients, and most of all our families.  Our CEO decided in 2022 to have annual trips where we travel to locations to unplug and build relationships. We would love to have you on our next trip.  We have traveled to Jamaica as well as the Bahamas.  The goal from our CEO is to, "Put the Life back into Insurance".  Ask about the upcoming trip.

Travel with LSG on annual trips