Jake Newman
Licensed Insurance Professional
Jake specializes in comprehensive retirement strategies designed to protect income and secure long-term financial stability for families in the Mountain West. While many know him for his expertise in Medicare navigation, Jake leads with a holistic approach, coordinating health, wealth, and estate planning to ensure a seamless transition into retirement.
Known for his patient and educational style, he simplifies complex decisions regarding Social Security optimization, tax efficiency, and life insurance. Jake acts as a dedicated advocate, providing the face-to-face guidance needed to build a personalized roadmap for 2026 and beyond. Whether you are protecting assets or planning for assisted care, Jake ensures your legacy is protected with clarity, transparency, and peace of mind.
Jake Newman
Licensed Insurance Professional
Jake specializes in comprehensive retirement planning designed to secure long-term income and lifestyle continuity for families across the Mountain West. While he provides expert Medicare navigation, Jake leads with a holistic strategy that coordinates health, tax efficiency, and estate planning to ensure a seamless transition into retirement.
Known for his educational approach, Jake simplifies complex decisions regarding Social Security optimization and personalized roadmaps for 2026 and beyond. As a dedicated face-to-face advocate, he helps you preserve your hard-earned savings while preparing for future care needs. Jake ensures your entire retirement legacy is built on a foundation of clarity, transparency, and total peace of mind.
Medicare & Health
Insurance
From Medicare to individual & family health insurance, personalize your plan.
Wealth & Income
Protect and maximize retirement savings income. Perfect Social Security strategies. Sharpen savings & eliminate debt.
Life Insurance
Protect your loved ones. Plan your estate. Leverage the unique characteristics of life insurance for personal or business planning.
Assisted Care Planning
Get professional help planning for care at home or in assisted living. Protect assets, choice, dignity & relationships by planning ahead.
Medicare & Health
Insurance
From Medicare to individual & family health insurance, personalize your plan.
Wealth & Income
Protect and maximize retirement savings income. Perfect Social Security strategies. Sharpen savings & eliminate debt.
Life Insurance
Protect your loved ones. Plan your estate. Leverage the unique characteristics of life insurance for personal or business planning.
Assisted Care Planning
Get professional help planning for care at home or in assisted living. Protect assets, choice, dignity & relationships by planning ahead.
About Legacy Insurance and Financial Services
Experience the power of a premier Mountain West brokerage with the heart of a local agency. At Legacy, we specialize in comprehensive retirement strategies designed to protect your income and secure your future. Our network of licensed specialists provides personal, face-to-face advocacy for every stage of your journey. Explore our services below to see how we coordinate your health, wealth, and legacy for 2026 and beyond.
Specific to Medicare Plans, We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. We do offer coverage in most states, representing over 130 organizations which offer over 300 different plans throughout the United States. Contact one of our agents to learn more about what companies and plans we represent in your area.
Navigation
Information
