Phone: 318.387.8918   |   |   Visit Us! |

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Check out our list of upcoming seminars and classes.

Tune in Tuesdays and Thursdays 8-9 a.m. on KMLB-AM!

Meet Jordan Smith, the director of Legacy! He and his team assist clients in providing strategies that are helpful in qualifying for nursing home benefits, while preserving family assets.

“For almost four decades, we have created personalized financial roadmaps – helping clients get successfully to and safely through retirement. When our clients have the confidence and clarity they deserve, something magical happens – they give themselves permission to enjoy their wealth.” 

If your church, charity, club, corporation or organization needs a guest speaker on almost any topic, invite us.