Headquartered in Oklahoma Serving Coast to Coast
Strategic Legacy Partner
Financial and Insurance Solutions for 21st Century Planning
Modern Maximization of Tax Strategies
White Collar Planning for Everyday People
Expansive. Efficient. Effective.
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Legacy By Design, Your Strategic Partner in Financial and Insurance Services
Legacy by Design is headquartered in Oklahoma but proudly serves our clients coast to coast since 2017. Our dedicated team works with you to create individualized solutions with over 50 years of combined experience. At Legacy by Design, our goal is that your questions are voiced and that they are understood so that we can meet your specific financial concerns solving them with affordable insurance solutions in this modern age! Call us today to achieve your financial goals.
Why Choose Legacy By Design?
Legacy By Design takes a creative approach to put together solutions for businesses and individuals that will not only be more cost-effective but save you time in administration and keep you compliant in today's ever-changing landscape. Our collaborative approach with our partnerships covering the areas of strategic tax planning, as well as financial planning, will never leave you pigeonholed into archaic solutions but rather will propel you to soar to the new heights available in the 21st century.
Over 50 Years of Combined Experience
Individually Tailored Solutions
Fast Response Times and Insurance Quotes
Maximize Income and Minimize Taxes
Collaborative Team Approach
Free Same-Day Consultations Available
Voluntary Employment Benefits
At Legacy By Design, we understand the importance of offering voluntary employment benefits to attract and retain top talent. Our customized benefit packages are designed to meet the diverse needs of your workforce, providing options that enhance employee satisfaction and loyalty. We work with leading insurance providers to offer comprehensive plans that include health, dental, and vision coverage, ensuring your employees feel valued and secure.
Tax Consulting
Our tax consulting services are tailored to help you navigate the complexities of tax regulations and maximize your savings. We leverage our extensive knowledge of the tax code and partnerships with experienced CPAs to provide advanced tax planning strategies. Whether you are a small business owner or an individual, our team is dedicated to helping you minimize your tax liabilities and optimize your financial outcomes.
Retirement & Exit Consulting
Planning for retirement and business exit can be daunting, but Legacy By Design is here to guide you every step of the way. Our retirement and exit consulting services are designed to help you create a comprehensive plan that ensures a smooth transition. We focus on maximizing your retirement income, minimizing taxes, and securing your financial future, so you can retire with confidence and peace of mind.
Medicare Consulting
Navigating Medicare can be complex, but our team at Legacy By Design is here to simplify the process. We provide expert guidance on Medicare enrollment, coverage options, and supplemental plans, ensuring you make informed decisions about your healthcare. Our goal is to help you find the best Medicare solutions that meet your needs and budget, providing you with peace of mind and financial security.
Private Health Insurance
Healthcare planning is a critical component of your overall financial strategy. At Legacy By Design, we offer comprehensive healthcare solutions that include health insurance, long-term care, and disability coverage. Our partnerships with leading insurance providers allow us to offer competitive plans that ensure you and your family are protected. We work closely with you to understand your healthcare needs and provide customized solutions that offer the best coverage and value.
Retirement Prep & Social Security
Preparing for retirement involves careful planning and understanding of Social Security benefits. Our team at Legacy By Design provides expert advice on retirement prep and Social Security optimization. We help you develop a strategy that maximizes your benefits and ensures a comfortable retirement. From understanding your Social Security options to creating a comprehensive retirement plan, we are here to support you every step of the way.
Annuity Basics
Annuities can be a valuable tool for securing a steady income stream during retirement. At Legacy By Design, we provide clear and concise information on annuity basics, helping you understand the different types of annuities and their benefits. Our team works with you to determine if an annuity is the right fit for your financial plan, ensuring you make informed decisions that align with your retirement goals.
Here's what our satisfied customers are saying...
At Legacy By Design, we take pride in providing exceptional financial planning services to our customers. We would be grateful if you could share your thoughts about our financial consulting agency with others. Your feedback helps us improve and helps others make informed decisions. Please take a moment to leave a review of Legacy By Design and let others know what you think.
Learn More About Legacy By Design
Legacy by Design specializes in reducing small businesses group health plans, providing BIG benefits to valued team members! Understanding ERISA compliance, we keep you compliant. We partner with you to be known in your industry as offering competitive benefits to attract top talent.
serving Area
Headquartered in Oklahoma Serving Coast to Coast
Business Hours
- Mon - Fri
- -
- Sat - Sun
- Closed
Extended Hours by Appointment Only
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