Generate Your Legacy For Generations To Come.

Get tax strategies, financial guidance and coaching, tailored insurance, and estate planning for long-term success.

Helping People Save Nationwide

Welcome to Legacy Gen Advisors
We're Glad You're Here!

We’re thrilled you’ve visited our site. We are committed to helping you protect your legacy, maximize your wealth, and secure a prosperous future for yourself and your loved ones.

We provide personalized insurance, financial planning, and tax strategies tailored to your unique needs. Whether you’re an individual, family, or business, we offer comprehensive solutions to help you achieve your financial goals and ensure peace of mind.

The actions you take today are gifts to your future self.

Does this feel familiar?

If so…

Now is the time to take back control!

How we can help...


Tax Strategies | Tax Preperation | Bookkeeping | Financial Guidance & Coaching | Group Insurance

Individuals & Families

Health & Life Insurnace | Financial Coaching & Guidance | College Savings

Retirement Plans

401(K) | IRA | Roth 401(k)| Roth IRA | Self-Directed Plans | 403(b) | 457(b)

Estate Planning

Revocable Living Trust | Will | Durable Pwoers of Attorney | Living Will & Advanced Directives

Our clients all benefit from…


Tailor-made plans that consider your individual goals and situations. This means an optimized plan to secure your future, generate wealth, and meet your short and long-term goals.

Confidentiality & Privacy

A client’s financial information will be handled with the utmost confidentiality. We will treat your information as if it were our own. You can trust us with your sensitive information.

Certified Experience Professionals

Clients get expert advice from qualified professionals. This ensures top-tier service and trusted advice grounded in the latest industry insights.

The Legacy Gen Blueprint:

Your path to peace of mind...

Step 1: Schedule

We’ll connect virtually or by phone to assess your goals, and get all your questions answered.

Step 2: Review & Plan

We will review your situation and any necessary documents to determine the best plan, and we’ll work together to execute it.

Step 3: Breathe

Relax knowing you are fully covered, whether in your finances, health, or life.

Why our clients are so excited?

Rachel with Legacy Gen Advisors has been great to work with! She takes the time to get to know her customers and finds the best product and service that will fit their needs. I highly recommend anyone that has questions about their financial picture go to her!
Aaron Colyer

What's Included:

Personalized Tax Strategies

Expert tax solutions that surpass typical recommendations.

Practial Significange:
These tax strategies not only reduce your tax burden but also optimize your overal financial health, enabling you to reinves savings into growth opportunities and secure a prosperous future.

Personalized Financal Analysis

Tailored strategies that align with your unique financial goals and situation.

Practical Significance:
By understanding your specific needs, we empower you to make informed decisions that foster financial stability and growth, ensuring a secure future.

Comprehensive Reviews

Regular assessments of your plan to ensure they remain aligned with your evolving goals and needs.

Practical Significance:
Continual evaluation and adjustment of your strategies, and plans provide peace of mind and confidence in your financial path, allowing for sustained progress and adaptation to life changes.

Dedicated Client Support

Access to a dedicated advisor who is readily available to address your concerns and questions.

Practical Significance:
This personalized attention builds a strong, trusting relationship, ensuring you always have a reliable partner in your financial journey.

Equal Service & Support for All

Whether you are an individual, a small business, or a large corporation, you receive the same high level of service and support.

Practical Significance:
This ensures that every client, regardless of size, benefits from our expertise and dedication, fostering trust and delivering consistent, high-quality results for all.

Educational Resources & Workshops

Access exclusive seminars and materials to improve our understanding of taxes, finances, and insurance.
Practical Significance:
Empowering you with knowledge ensures you make well-informed decisions, fostering self-assurance and confidence in managing your taxes, finances, and insurance for a secure future.

To get all this and more…