An insurance group that focuses on putting your needs and happiness first.
We care about people over products, it’s that simple.
Utilizing a holistic planning approach that has been honed over 6 years in the financial services industry, Tri-State Legacy Group cares about the client above all. Seeking to assist clients in reducing their overall risk while maximizing the fixed income portion of their financial strategy, Tri-State Legacy Group is an insurance firm that goes above and beyond to ensure proper coverage while assisting clients financially.
Asset Protection, Final Expense & Medicare all in one place.
Whether you want to make sure you’re loved ones are taken care of while you’re gone, are interested in protecting your assets from creditor claims, or would like to avoid family members from costly medical bills and funeral expenses, we can write plans that cohesively take care of you and your loved ones for years to come.
Protection you can count on for you and your family.
Finding a plan that’s right for you and your family and getting the coverage you need shouldn’t have to be complicated. With Tri-State Legacy Group, choosing a plan that will provide the best coverage for you and your family is as easy as 1-2-3, so you can get back to spending time with your loved ones knowing that you’re fully prepared for whatever life throws your way.
When gearing up for the next stage of your life.
Whether you just received a long awaited teaching degree, are getting finances and future plans in order, or are simply preparing for the next phase of life, make sure you have a team of experts you can count on for a life insurance plan that’s perfectly right for you.
“Tri-State Legacy Group is very knowledgeable about finances and insurance, and they cater to your actual needs, not the need to make a quick buck. I would highly recommend this company to anyone I come across.”
—TYRONE D.
Try a consultation for free and see if it’s right for you.
There’s no commitment, pressure, or obligation.