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About American Legacy Partners

It gets real late after awhile.  In my many years of estate and financial planning I am now seeing 'the other end' of life or we might allude to it as the 4th Quarter.  Your willingness to be proactive today and 'Get Your House In Order' is smart, savvy planning on your part.  Why?  I reiterate, "It get real late after awhile."

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sunset on the island.PNG

American Legacy Partners

Our company is an estate and retirement planning entity. We conduct holistic planning interviews with clientele.


We provide education for you so you can understand the direction you want to choose. Our company makes sure that we are on your agenda, not ours.

We specialize in Life Insurance, Term Life Insurance and Long Term Care Planning.

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Our Experience

Financial Planning 

Providing Long-Range Financial Planning 

Small Business Planning

50 Years

34 years

25 years

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