RETIREMENT PLANNING

SUCCESSION PLANNING

ESTATE PLANNING

TAX REDUCTIONS

RETIREMENT PLANNING

 In today’s financial environment, it’s always good to know that you and your family are well taken care of. At Legacy Life of Amarillo, we believe a solid foundation for your financial security begins with a solid life insurance plan.

 

We understand that different life situations call for different types of life insurance, which is why we work with more than 30 of the leading insurance companies across the United States to  

ESTATE PLANNING

 In today’s financial environment, it’s always good to know that you and your family are well taken care of. At Legacy Life of Amarillo, we believe a solid foundation for your financial security begins with a solid life insurance plan.

 

We understand that different life situations call for different types of life insurance, which is why we work with more than 30 of the leading insurance companies across the United States to  

SUCCESSION PLANNING

 In today’s financial environment, it’s always good to know that you and your family are well taken care of. At Legacy Life of Amarillo, we believe a solid foundation for your financial security begins with a solid life insurance plan.

 

We understand that different life situations call for different types of life insurance, which is why we work with more than 30 of the leading insurance companies across the United States to  

Did you know life insurance premiums are potentially deductible as a business-related expense?

 

Life insurance can be a vital tool for tax-free growth, tax-free income, and tax-free death benefit.

 

Legacy Life of Amarillo can help identify ways to reduce your tax.

 

 

 

 

 

  

RETIREMENT PLANNING

From both a personal and financial perspective, retirement is one of the most important life events many of us will ever experience.

 

A successful retirement begins with sensible planning followed by successful and continuous execution.

 

Let Legacy Life of Amarillo help you create a custom retirement plan so you can ensure a comfortable retirement.  

ESTATE PLANNING

Many people dedicate part of their retirement savings to their children or grandchildren through financing their education, handing down real estate or by passing on a portion of their nest egg.

Legacy Life of Amarillo can help you with estate planning to ensure your heirs are well taken care of.

 

Through estate planning, we can also help reduce or minimize the burden of estate taxes. 

SUCCESSION PLANNING

Create a legacy of success with a viable succession plan for your business.

 

Legacy Life of Amarillo will help you create a comprehensive plan to successfully transition ownership and assets providing you with peace of mind.

 

Succession Planning should be taken care of early in case of unforeseen situations such as death or disability.


 

TAX REDUCTIONS