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Clarity, Compassion, and Year-Round Support for Financial Peace of Mind

Clarity, Compassion, and Year-Round Support for Financial Peace of MindClarity, Compassion, and Year-Round Support for Financial Peace of MindClarity, Compassion, and Year-Round Support for Financial Peace of Mind

Medicare Consultation | Tax Preparation | Finance Planning

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Local Medicare & tax experts — clarity, compassion, and commitment, every season of the year.

 At Legacy Group, we know that the decisions that come with aging can feel complicated and overwhelming. That’s why we’re committed to guiding our clients with clarity and compassion, helping them understand their options and feel confident in their choices. As a family-owned, local firm, we bring years of experience and a personal touch to every situation. We’re here year-round, ready to support our clients through changing regulations and challenging decisions. Simply put, we do this work because we believe no one should have to navigate these moments alone. 

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The Legacy Team

Adam Ashby

 Clarity in Medicare Decisions 

 With extensive experience in insurance, Adam helps clients navigate Medicare with clarity and compassion. Partnering with multiple carriers, he has the expertise to help you find the plan tailored to your individual needs.

More About Medicare

Cindy Ashby

 Trusted Tax Expertise  

With over 20 years of experience in tax preparation, Cindy provides clarity and confidence for individuals and families navigating their financial responsibilities. Licensed in Medicare and under 65 health coverage products as well, she offers year-round support with compassion and plain language explanations and personalized strategies.

More About Taxes

Larry and Kayla Bowers

 Financial Planning for Peace of Mind 

 With more than 25 years of experience at the same location, Larry and Kayla bring trusted guidance in annuities and retirement planning. They combine expertise with a personal approach to help protect your legacy and give you peace of mind while building long term relationships.

Medicare Enrollment Opens Soon!

 Get clarity and confidence before the deadline — schedule your free Medicare review today. 

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Free Medicare Educational Events

 Friendly, local experts explain everything you need to know before you enroll, with time for your questions. 

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Book YOUR appointment Today!

Medicare Consultation

Medicare Consultation

Medicare Consultation

  Sit down with a local expert who takes the time to explain your choices and help you make confident, informed decisions. 

Book Appointment

Tax Preparation

Medicare Consultation

Medicare Consultation

 Get friendly, professional help to simplify your tax preparation and keep your finances on track all year long. 

Book Appointment

Bookkeeping Review

Medicare Consultation

Bookkeeping Review

 Enjoy clear, reliable bookkeeping service that simplifies your records, steadies your cash flow, and gives you confidence in your finances. 

Book Appopintment

Turning 65? Retiring? Let’s Simplify Your Healthcare Choices

 If you're approaching or just turned 65, or coming close to retirement, now is the time to take action. Enrolling in Medicare at the right time can help you avoid penalties and ensure uninterrupted coverage. Watch this quick video to learn what steps to take and when to take them—so you don’t miss important deadlines. 

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Get Social with Legacy

Practical Guidance. Compassionate Support. Year-Round

Medicare, Tax Preparation, Travel Insurance, Bookkeeping

Medicare
Bookkeeping

 

We do not offer every plan available in your area.  Currently we represent 9 organizations which offer 87 products in your area.  Please contact Medicare.gov or 1-800-MEDICARE, or your local State Health Insurance Program to get information on all your options.

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Legacy Group

2627 Redwing Road, Suite 320, Fort Collins, Colorado 80526, United States

970.206.9024

Copyright © 2025 Legacy Group - All Rights Reserved.

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