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Mission Statement
We strive to be caring trusted financial advisors in this ever-changing world, by investing in our own family, our partners, and our community. We are proud to be one of the premier insurance firms in Central Florida.
Problem
Feedback from clients has suggested that their experience when purchasing insurance products has led them to feel defrauded and taken advantage of by sales agents. Many of these customers come from marginalized communities leaving them vulnerable to unethical sales practices and lackluster care.
Our Solution
Leave A Legacy Financial LLC addresses this by pairing customers with agents that are empathetic to the clients' needs and circumstances. This will give clients the agency to choose the right insurance product/service that will give them the means to help themselves mentally and physically.
Benefit
The big idea behind what Leave A Legacy Financial LLC does is to improve the health and wellness within communities that lack access to proper health care resources for a reasonable price.
Why Us?
Unlike other insurance companies where leadership lacks diversity, Leave A Legacy Financial LLCs’ founding members come from marginalized communities, thus they have a unique insight that will help clients to explore appropriate insurance providers that best fulfill their needs. This can be only achieved by the onboarding of agents that are empathetic and have the ability to ask probing questions to pair clients with the best product and/or service.
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