Transforming Today’s Vision Into Tomorrow’s Legacy.

Financial Legacy Solutions provides multiple strategies to help Middle American families get out of debt, improve cash flow, build wealth, and become financially free.

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Financial Strategy Session

ABOUT ME

Financial Legacy Solutions is a company dedicated to educating and empowering women over 40 on how to protect their assets and grow their money for a great retirement.

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 every woman can take control of her future and feel secure about her financial security.

OUR SERVICES

INCOME PROTECTION

Financial security and peace of mind are priceless. Life happens and unexpected tragedy or death can occur at any time. Putting protection in place for such events can provide income replacement due to loss when you need it most.

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

  • Your Family Bank
  • Annuities/Rollovers
  • Disability Income
  • Mortgage Protection
  • Tax-Free Retirement Strategies
  • College Funding
  • Small Business Owner Protection
  • Estate Planning

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.

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

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.

Download

List of COMMON Life Insurance TERMS

Here are some common life insurance terms

Download

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:

Download

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.

Click Here to Take a Quiz
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