Angela Lipsey
Legacy Guard Advisors
Unlock big tax savings and boost your business health with Legacy Guard Advisors! From tax incentives to unique health plans for all, we're the go-to for businesses looking to save and thrive. With a perfect record and a knack for finding hidden savings, we're your secret weapon in financial health, wellness, and benefits.
Tax Incentives:
Cost Segregation
179D
R&D
Green Zip patented technology
Section 125
We can provide a trifecta of benefits in the health insurance and wellness space, by utilizing our unique plans fostered to help group health, 1099 workers, and an award winning predictive wellness plan for employees.
Our employee predictive wellness plan provides a gap in healthcare insurance, includes family members, and is net zero out of pocket cost to the employer, or the employee. The employer also gets to see a reduction in their payroll costs per employee, thereby increasing cash flow, as well as additional employee benefits.