Protect Your Retirement & Health—For Life.
At Financial Legacy Solutions, we guide everyday families toward financial peace—helping them protect what matters, grow what they have, and leave a legacy they can be proud of.
ABOUT ME
As an Asset Protection Specialist, my job is to help protect families' real estate and retirement savings. I focus on building custom private pension programs specifically designed for independent contractors and self-employed individuals.
In addition, I help clients understand their options for living benefits, such as coverage for chronic, critical, and terminal illness, as well as long-term care. I offer life insurance policy reviews and Medicare support.
Bonnie has over 20 years of experience in higher education and uses her knowledge to teach finances in a way that is easy to understand and provides real-world solutions. Financial Legacy Solutions offers one-on-one financial strategy sessions and financial education workshops so that you can take control of your future and feel secure about your financial security.
Financial advice to get you back where you belong.
MEDICARE
Medicare is a federal health insurance program for people 65+ and those with certain disabilities or medical conditions. It covers hospital stays, medical services, and prescription drugs.
FINAL EXPENSE
Final Expense insurance will cover you for life. Prices are locked and will never increase nor will your policy end. These policies are designed to ensure all funeral and other end-of-life expenses are covered.
LEGACY CREATION
Leaving a financial legacy is one of the greatest gifts you can set in motion for the people you care about the most. It's a powerful way to demonstrate your love that they will continue to be provided for when you're no longer here.
FINANCIAL EDUCATION
A strong financial literacy foundation should start at home within the family unit. This virtual workshop is designed to educate you and your family members on some profound principles that will empower you to make informed and sound financial decisions for your future. Topics include - how money really works, the two battles you must win if you want to enjoy financial security, protecting your assets, and more.
DEBT ELIMINATION
Are you 100% certain you will have a great retirement, or do you have doubts? Saving money for your future would be a lot easier if you were debt free. What if I can show you how to get out of debt in 9 years or less, including your mortgage, without spending any additional money than you are right now?
OTHER SERVICES
Estate Planning
Annuities/Rollovers
Tax-Free Retirement Strategies
Mortgage Protection
Disability Income
Small Business Owner Protection
College Funding
Whether you’re curious about my services, want to discuss your specific financial needs, or just have a general question, I’m here to help.
With years of experience in the industry, I have the expertise and knowledge to provide you with valuable insights and guidance.
Hear From Our Clients
Our mission is to provide families with the financial security they need to face life's uncertainties with confidence. We believe that every family deserves access to affordable and comprehensive life insurance coverage, and we are committed to helping our clients find the policy that best meets their needs.
Hear From Our Clients
5.00 ★★★★★ | 8 Reviews
BOOK A FINANCIAL STRATEGY SESSION
Looking to improve your financial situation and achieve your long-term goals?
Then don’t wait any longer! Book a financial strategy session with me today using the calendar below.
CONTACT US
HAVE QUESTIONS? EMAIL US
So take the first step towards a brighter financial future and send me a message using the form below. I’m committed to helping you achieve your goals and look forward to hearing from you soon!
Expert Insights, Tips, and Strategies
How to Get Rich: 5 Powerful Financial Principles for Prosperity
If you aspire to achieve financial success and prosperity, understanding and implementing the right financial principles is essential. This article presents five powerful principles that can guide you... ...more
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Many wealthy individuals follow a specific path to achieve financial success, and understanding this journey can help others pursue their own dreams of prosperity. This article delves into the story o... ...more
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Mastering Personal Finance and Investing: A Comprehensive Guide
Welcome to our comprehensive guide on personal finance and investing! In this tutorial, we will explore essential concepts that will help you navigate the world of finance, make informed decisions, an... ...more
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Changes are coming to the complicated form that students must submit to qualify for college financial aid, known as the Free Application for Federal Student Aid (FAFSA). The Department of Education ... ...more
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The Importance of Financial Education for Women in Their 50s
As women enter their 50s, they often find themselves at a crucial stage in their financial journey. Balancing responsibilities like supporting their families, managing debt, and planning for retiremen... ...more
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For many women, financial independence is a vital goal to achieve. However, the burden of debt can often hinder the path to true financial freedom. If you’re a woman looking to break free from debt an... ...more
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RESOURCES
Spring-Cleaning for your Finances
By answering these questions, you can increase your understanding of your financial situation and move forward toward your financial goals.
List of Common Life Insurance TERMS
Here are some common life insurance terms
Understanding Insurance Basics
A Comprehensive Guide to
Protecting Your Financial Future. This cheat sheet provides a quick overview of
key concepts related to insurance basics:
Do you need a Will or Trust?
Are you uncertain about whether you need a will or trust to secure your legacy? Take our quick and insightful quiz to find out!
Estate planning is a crucial step in safeguarding your assets and ensuring your loved ones are protected.
Our quiz will guide you through a series of questions tailored to your unique circumstances, providing you with personalized recommendations.
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