Hi I’m Rachel

Trusted Advisor/Owner

As a retired Air Force veteran, I’ve had the privilege of connecting with people from diverse backgrounds worldwide. Despite our surface differences, deep down, we share common struggles, hopes, and dreams – that’s what unites us as humans. My passion in this work comes from guiding people through life’s complexities, revealing hidden benefits, and informing them about crucial areas to be mindful of. Empowering others is immensely fulfilling, and my goal is to make a positive impact in their lives, keeping more money in their pockets and less in the hands of others.

Together, we’ll delve into understanding your needs, conquering your fears, and setting your sights on your goals. Your satisfaction is our utmost priority, as we strive to provide excellent service tailored specifically to you. With a customer-centric approach, we are dedicated to helping you achieve your aspirations and making your dreams a reality.

LegacyGen Advisors & You Let's Build A Story Together

Over a span of four and half decades, I’ve discovered it’s not about guessing what’s really important to people – it’s about talking to them and discovering it through conversations, it’s about building that connection.

 

It may not come as a big surprise:  People yearn for honesty; they want straight talk. They want that open, honest dialogue and answers to their questions without any sugarcoating or beating around the bush. And let me tell you, they don’t want their precious time to be wasted.

 

We put ourselves in your shoes and truly listen. Not just hear the words, but understand your perspective, and ask the questions that get to the heart of the matter. That’s how we guide you to the ideal plan that genuinely meets your needs while saving you a good chunk of change.

 

We don’t stop there. We will be here for you for years to come. We are dedicated to being there for you throughout the years, standing by our service and providing ongoing support whenever any issues or concerns may arise. As life evolves and adjustments become necessary, we will be right by your side, offering our assistance. Our goal is not only to meet your expectations but to exceed them, ensuring your utmost satisfaction and keeping both you and your wallet happy.

Let's Work Together

What Our Clients Are Saying

“Rachel has successfully secured hundres of thousands of dallars in tax credits to my business clients I have referred to her!”

I have always had great experiences and I cannot emphasize enough the importance of contacting them for all the needs that you have. I really love the professionalism that I receive.

Matt

Entrepreneur

Rachel takes the time to get to know her clients, it goes beyond just selling insurance. If you need help after your are a client, you can count on them to help. Thanks for the personal attention.

Art

Owner, DV Financial

Rachel is my agent for my Medicare plan. I was having trouble with some insurance problems; she drove 1 1/2 hours to come to my house to help me make calls and fix my problems.

Kathy

Client

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