Living Legacy Financial Group is a full-services financial management firm. As a whole we provide investment advice and products, life insurance, disability insurance, annuities, and more.

LLFG houses Doctors Disability Specialists, a team of specialist advisors who've coached and advised countless medical and dental professionals through the personal and business-challenges they face throughout their schooling, after schooling, and into the years of owning their own practice. They specialize in well-written disability insurance contracts, which is a big concern in the medical and dental market.

I am the Brokerage Manager at Living Legacy Financial Group. My role is to help independent insurance brokers and financial advisors grow their practice with my agency's products, in particular disability insurance. If you use several companies to write insurance business then you know the struggles of lack of standardized forms, underwriting requirements, and more. I'll help you write the product successfully, be the liaison between you and the insurance company, provide marketing material to help you break into lucrative markets, share client policy alerts, and much more.

Several factors came together uniquely to motivate me to open my practice:

My education in business brought about my passion for small business management, marketing, financial decision making, and spawned an intense interest in personal economics. Individually, we all stand so much to gain from small changes that can create large-scale, inter-generational wealth.

My grandparents were rich in life but not on their balance sheet. A series of personal and misguided financial decisions played out to the point where these two wonderful people were left with no other choice but to sell their home and live on a meager income. Ask me about my grandparents.