Local Medicare & Retirement Planning Services in

West Jordan & Salt Lake City

6671 S Redwood Rd STE 200, West Jordan, UT 84084, USA

Local Professionals Guiding You to

Maximize Benefits & Protect Your Legacy

Plan your retirement the right way. Access a wealth of options and keep it simple with the care of an experienced professional. Honest help. Reliable results. Agents and advisors that are local and here for you for the long haul.

Good retirement planning demands knowledge and wisdom. We’re a Master Brokerage of full time, local, career professionals who specialize in retirement planning services.

  • Medicare

  • Veteran Benefits

  • Retirement Income

  • Assisted Care Planning

  • Social Security Selection

  • Health Insurance Coverage

  • Estate & Special Needs Planning

Local Medicare & Retirement Planning Services in

West Jordan & Salt Lake City

Plan your retirement the right way. Access a wealth of options and keep it simple with the care of an experienced professional. Honest help. Reliable results. Agents and advisors that are local and here for you for the long haul.

Good retirement planning demands knowledge and wisdom. We’re a Master Brokerage of full time, local, career professionals who specialize in retirement planning services.

We maximize and protect your

  • Medicare

  • Veteran Benefits

  • Retirement Income

  • Assisted Care Planning

  • Social Security Selection

  • Health Insurance Coverage

  • Estate & Special Needs Planning

We Are Located

6671 S Redwood Rd STE 200, West Jordan, UT 84084, USA

Picture of the Legacy Home Office in West Jordan, UT.

Meet The Team

Meet The Team

Nate Billeter

Tammy Stoner

Jerry Olsen

Soren Jenson

Lacei Torgerson

Jerry Olsen

MPAS™CRPC™APMA™

Soren Jenson

Marcus Erwin

Dave Jex

Susan Joppien

Ben Wood

Michael McCune

Ben Wood

Wei Chang

Michael McCune

Nattalie Minson

Larry Gray

Wei Chang

Larry Gray

Justin Lizama

MPAS™CRPC™APMA™

Nattalie Minson

Justin Lizama

MPAS™CRPC™APMA™

Gilbert DeWolf

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