About Us
Capital Legacy Insurance Services offers personalized financial planning with a focus on retirement strategies. Their Color of Money Risk Analysis helps clients understand their financial risk preferences and align their assets accordingly. With expert guidance, they ensure clients' retirement plans are tailored to their unique needs.
The products and services we offer
Recommendations Received (1)
"Chester is professional, knowledgeable, and genuinely easy to connect with. I really appreciate..."
Read more
"Chester is professional, knowledgeable, and genuinely easy to connect with. I really appreciate people in the insurance industry who value relationships, communication, and helping others rather than making everything feel transactional. He’s been a great professional connection, and I’m happy to recommend Chester to others looking for someone who brings experience and a human approach to the table."
Recommendations Given (2)
"I highly recommend **Shayna** for her professionalism, dedication, and expertise as a Medicare..."
Read more
"I highly recommend **Shayna** for her professionalism, dedication, and expertise as a Medicare insurance agent. She has an exceptional ability to listen carefully to clients, identify their individual priorities, and guide them through the Medicare process with clarity and confidence. Her commitment to doing what is right for each client is evident in every interaction.
Shayna brings reliability, patience, and a strong work ethic to her profession. She has a natural ability to establish lasting relationships and make clients feel comfortable when making important healthcare coverage decisions. Her integrity and dedication to excellent client service make her a valuable asset to both her clients and the insurance industry.
"
"I am pleased to recommend **Susie Millet** as a highly professional and dedicated insurance..."
Read more
"I am pleased to recommend **Susie Millet** as a highly professional and dedicated insurance agent. Susie consistently demonstrates strong knowledge of the insurance industry, excellent communication skills, and a genuine commitment to helping clients understand their options and make informed decisions. She approaches every client interaction with integrity, professionalism, and attention to detail.
Susie is dependable, personable, and committed to providing outstanding service. Her ability to build trust with clients, understand their individual needs, and provide thoughtful insurance solutions makes her a valuable professional and a pleasure to work with. I highly recommend Susie Millet to anyone seeking a knowledgeable, ethical, and client-focused insurance professional.
"