top of page

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."

sunset on the island.PNG
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.

the sea.jpg

Our Experience

Financial Planning 

​

​

​

Providing Long-Range Financial Planning 

​

​

​

Small Business Planning

50 Years

34 years

25 years

the sea.jpg
  • Facebook
  • LinkedIn

+1 (210) 347-8402

Osaic Wealth Form CRS

@ 2020 Copyright | ALP| Securities and Investment Advisory Services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.  Osaic Wealth, Inc. does not provide tax or legal advice.

The financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states (registration may vary by individual representative):  CO and TX.

When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.

bottom of page