Legacy Group
Legacy Group
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Medicare Education | Tax Preparation | Finance Planning

Empowering Your Decisions to Build Your LEGACY

Empowering Your Decisions to Build Your LEGACYEmpowering Your Decisions to Build Your LEGACYEmpowering Your Decisions to Build Your LEGACY
Schedule

Medicare Education | Tax Preparation | Finance Planning

Empowering Your Decisions to Build Your LEGACY

Empowering Your Decisions to Build Your LEGACYEmpowering Your Decisions to Build Your LEGACYEmpowering Your Decisions to Build Your LEGACY
Schedule

    Available Year Round - When you Need us MOST

    Protecting savings

    How can we protect your legacy?

    Here at Legacy Group, our mission is to help our clients, our family, achieve their long term financial goals. We believe the services we offer, Medicare Insurance consultations, Tax preparation, and Financial Planning are cornerstones for financial well-being during your golden years. 

    Find out more

    Turning 65? It’s Time to Make Key Medicare Decisions.

     If you're approaching or just turned 65, 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. 

    Watch the Video
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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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