Phone: 318.387.8918   |   |   Visit Us!
Call Us Call Us
Introducing Legacy
Home » Legacy

I wish my grandparents had known. But, they didn’t and so they lost treasured family assets to the government spend-down debacle. Our mission is to teach every family what they didn’t know so what happened to them does not happen to you.

Will Rogers said, “It’s not what you know that can hurt you; it’s what you know that ain’t so.” Many seniors lose legacy family assets from a combination of myths and misconceptions about long-term health care costs and a simple lack of planning.

Virtually everyone insures their home against fire, though only three of 1000 will suffer loss… While nearly no one protects family assets from long-term-care health costs, though 700 of 1000** can suffer loss.

Most folks do not “plan to fail”—they simply fail to plan.

Our clients preserve most or all family assets, even if already in a nursing home. Crisis planning works, but Congress could make new laws. The best plan is always a pre-plan.

**Statistic taken from, a service of the U.S. Department of Health and Human Services

Here are a Few Long-Term Care Options

Pre-Planning Crisis Planning
Contact Us
Meet with Jordan for a complimentary consultation!

Attend our Legacy Seminars with Jordan Smith
Learn More
Investment advisory services offered through Fletcher Financial Group, a State Registered Investment Advisor.

Insurance products are backed by the claims paying ability of the issuing carrier.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.