Protect your income and maintain your lifestyle in case of unexpected events.
Custom solutions to protect your wealth and help with your family’s financial security.
Comprehensive planning for future healthcare needs and asset protection.
Founded in 1987, Summit Legacy has established itself as a professional partner for high-net-worth individuals and business owners seeking sophisticated insurance and estate planning solutions.
We deliberately focus solely on life, disability, and long-term care insurance to provide unparalleled expertise and service in these critical areas.
As the new year begins, it’s natural to think about resolutions. Many of us set goals for health, relationships, and careers, but how often do we prioritize our financial health?
And even when we do think about our financial future, how often does that discussion include life insurance policies that were previously purchased and are in effect?
As the new year begins, it’s natural to think about resolutions. Many of us set goals for health, relationships, and careers, but how often do we prioritize our financial health?
And even when we do think about our financial future, how often does that discussion include life insurance policies that were previously purchased and are in effect?
Did you know that 70% of Americans aged 65 or older will require some form of long-term care during their lifetime?
This statistic highlights the widespread need for care, whether it’s in-home assistance, an assisted living facility, or a nursing home. Yet many families are caught unprepared, both emotionally and financially, when the need arises.
Securities offered through Lion Street Financial, LLC., member FINRA & SIPC. Summit Legacy Insurance, LLC and Lion Street Financial are not affiliated and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquires, only in state(s) in which they are properly registered and/or licensed.
Summit Legacy Insurance
180 Cherokee Street NE, Suite 200
Marietta, GA 30060
(770) 425-9989