Expert financial planning
Helping People Plan, Prepare, and Prosper in Retirement
Providing top quality financial services to the American public
- Expert Help
- Proven Results
- Ongoing Support
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Our Statistics
Our track record
speaks for itself
We embody unwavering expertise, garnered through years of industry mastery. Our team’s extensive knowledge and refined skills ensure effective solutions, fostering trust and delivering excellence.
We ensure that our services are convenient and accessible for all clients. With multiple locations and a multilingual staff, we break down barriers to service in an effort to provide the best experience.
Community is very important to us. That’s why we are committed to giving back to the areas we serve, enhancing local development, and providing essential services to empower residents.
Clients helped
Years of industry experience
Under management
Debt eliminated
Locations across California
Languages spoken
Agent availability
Webinars per week
Community donations
Free wills set up
Annual volunteer hours
School supplies donated
Personalized Financial Solutions
Retirement & financial services tailored for you
Whether you're securing your future, or managing debt, our expert advisors are your trusted partners.
Why choose us
We believe in leading through serving others
We start by listening. We educate on the different phases and concerns of your life. Then we invest time into finding the right solution for your unique concerns.
Our financial service agents handle consultations and work by phone, email, and our secure client portal.
Access to 300+ Carriers
Allows us to get you the best coverage at the lowest possible price.
Education-First Approach
Offers clients unlimited time to learn from our agents.
Solutions in One Place
Consolidates health, estate, investment, and all financial services.
How we work
American Legacy’s Proven Process
Whether you're securing your future, or managing debt, our expert advisors are your trusted partners.
Take the First Step
Have You Secured
Your Legacy?
Ensure your assets and values are preserved and passed on exactly as you envision with our comprehensive Estate Stress Test.
Client reviews
Trust in their words
American Legacy Solutions is a client-first brokerage helping you plan, prepare, and prosper.
American Legacy’s Trusted Carriers
Our access to 300+ carriers allows us to get you the best coverage at the lowest possible price.
Events, news and updates
Stay informed and inspired: discover the freshest blog articles, latest updates, and breaking news.
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One on One Meeting Conduct a personalized initial consultation.