Your Health, Your Future, Your Piece of Mind

Whether turning 65 or unhappy with your current plan, this years Medicare decision

is one of the most important you’ll ever make.

At Legacy Wellness Solutions, we are independent agents and work for you …

• We will identify any gaps in your coverage, ensuring you’re fully protected.
• We help you manage all aspects of healthcare within a single budget.
• With our guidance, you’ll avoid setbacks and live life on your terms.
• Let us help you navigate this critical choice with confidence.

Contact us for a free consultation … All our services come at zero cost to you. 

In-Home Wellness Care

Everyone deserves freedom of choice, no matter their age or health condition.

At LWS combine Innovative Monitoring Devices with Special Needs Trusts to protect ….

You from sub-par care of external facilities AND Your Assets from Uncle Sam

Our Commitment:

• Innovative Wellness Technology: Using predictive analytics from sensors and devices, we help improve patient outcomes.

• Proactive Care: Caregivers receive real-time alerts when changes indicate a potential problem, ensuring timely intervention.

• Financial Ease: The best part? These cutting-edge solutions can be funded through assets held in a special needs trust, making it accessible to those who need it most.

Secure Your Legacy, Protect Your Loved Ones

Your Retirement is More Than Just a Journey—It’s Your Legacy. It’s about knowing your loved ones are protected

so you can enjoy every moment of your golden years with peace of mind.

We work with you to build an Estate Plan and Life Policies so you:

• Ensure your assets are passed on according to your wishes.
• Minimize taxes and legal expenses, leaving more for those who matter most.
• Plan for long-term care needs and maintain control over your healthcare decisions.

Let us help you build a plan that secures your legacy, protects your loved ones, and gives you the peace of mind to enjoy the retirement you’ve earned.

Your Retirement Should Be Everything You Dreamed—And More.

At Legacy Wellness Solutions, we believe in empowering baby boomers to make the most of their retirement years.

With a well thought out plan and strategic decisions, you can

maximize your income and enjoy the retirement you’ve worked so hard to achieve.

Key Strategies to Boost Your Retirement Income:

• Delay taking Social Security
• Diversify Your Income
• Strategically Plan Required Withdrawals
• Manage healthcare costs and Maximize retirement and HSA plans.
• Downsize or Relocate

Retire with Confidence: Let us guide you through these strategies, helping you secure a prosperous and fulfilling retirement.