Build Wealth. Protect Your Future. Leave a Legacy.
At Legacy Shield Financial Services, we help individuals and families, first responders, and healthcare professionals secure generational wealth through strategic retirement planning and legacy protection.
About Us
Who We Are :
Founded by a firefighter and an emergency room nurse, Legacy Shield Financial Services was born from a desire to protect families beyond the line of duty. With firsthand experience in high-stress environments, we understand the urgency of financial preparedness — and we bring that same care and commitment to your financial future.
Our Mission:
To empower everyday heroes — families, first responders, and healthcare professionals — to create financial security, build tax-free retirement income, and leave a lasting legacy.
Our Core Values:
We serve our clients the way we served our communities — with honor, respect, and integrity
We believe informed clients make empowered decisions
We don’t just talk numbers — we talk about your why
We prioritize what truly matters most to you
Our Services:
Life Insurance with Living Benefits:
Relieve the financial burdens from life’s unexpected challenges with term policies that offer benefits while you are living—not just after.
Indexed Universal Life (IULs):
Grow your retirement savings tax-free with flexible policies designed to build wealth and legacy.
Mortgage Protection:
Safeguard your home and loved ones with coverage that pays off your mortgage if the unexpected happens.
Annuities & Retirement Rollovers:
Turn your old retirement accounts into lifetime income — with no market risk.
Million Dollar Baby Plans:
Give your child or grandchild a head start with a policy that grows with them and can be used to pay for college or their first home.
Final Expense Planning:
Take the burden off your family with affordable, guaranteed coverage for end-of-life expenses.
Leading Industry Partnerships
We have access to over 25 financial institutions — all A-rated Fortune 500 companies. Our broad partnerships allow us to tailor the best financial solutions for your specific needs.
Legacy Shield Financial Services is licensed to serve clients in all 50 U.S. states, Puerto Rico, Canada, the U.S. Virgin Islands, and many other countries, ensuring we are here for you — wherever you are.
Book a Free Consultation
Ready to Start Building Your Legacy?
Let’s protect your future — and your family — starting today.
© 2025 Legacy Shield Financial Services. All rights reserved.
Proudly serving families, first responders, and healthcare heroes nationwide
Our Services
Results-driven Marketing
Web Design
Elevate your brand with a visually stunning website that drives conversions and outshines the competition.
Social Media Marketing
Maximize your impact with a tailored social media strategy that engages your audience, drives conversions, and expands your reach.
Branding
Transform your brand with a strategic identity that communicates your values and connects with your audience.
Pay Per Click Marketing
Drive growth and position your business as a market leader with a data-driven PPC campaign that delivers tangible results.