Creating wealth, securing legacies!
ABOUT
Welcome to Wealth Guard Legacy Planners! We are a Financial Wellness Consultants dedicated to helping individuals and families secure their financial future. Our mission is to enhance, safeguard assets, and maintain the legacy of families. With a focus on College savings, Tax Free Retirement Savings, Guaranteed Life Time Income Vehicles, and Life Insurance. Additionally, we provide access to various insurance and annuity products to support our clients' financial wellness. Our business owner collaborates with clients to comprehend their requirements, anticipations, and aspirations, and enlightens them about the optimal products and services to attain their financial health. Thank you for choosing us as your financial Wellness Professionals.