Assisting individuals and families in achieving financial stability has always been my top priority. I believe in providing tailored solutions that cater to their unique needs and preferences, rather than just offering life insurance policies. Throughout my experience in the financial services industry, I have held both independent and leadership roles. My innovative strategies have helped numerous families reach their financial goals, and I take great pride in making a positive impact on their lives through sound financial planning. I have witnessed firsthand how effective financial advice and education can be in transforming lives. My work with non-profit organizations has allowed me to see the impact of good financial planning on people's lives. As your trusted partner, I will closely collaborate with you and your family to identify your financial goals and create a comprehensive plan that caters to your individual requirements. You can expect ongoing support, timely guidance, educational resources, and service that adhere to all relevant regulations from me. - Megan J. West - Owner, CE0
LIFE LEGACY SOLUTIONS helped me to purchase new mortgage protection insurance. Very personable individuals to work with- Rick S. - Texas August 2022
Megan helped us transfer our accounts from another financial services company, and we're very happy with how it went. She gave us great advice on which policies would give us the best chance to grow our money while keeping our risk low. Megan was very knowledgeable, patient, and friendly during the whole process. What stood out the most was how honest she was - she told us not to choose a policy that would have cost us a lot of money in fees. We really appreciate her honesty, and we highly recommend her services. Thank you so much for your help, Megan! - Dave - Krum May 2023
I am new to teaching and Megan was able to go over my TRS account with great knowledge. She showed me how my Pension was calculated and where there may be gaps in my retirement. I was able to obtain a 403b to cover my wage decrease in retirement. Thanks, Megan I would gladly refer her to my family and friends. Ms. Ash - KrumISD July 2023