Financial Services

Protect What Matters, Build What Lasts.

WHAT IS KLD LEGACY?

For years, I’ve built my career helping talented professionals find fulfilling jobs. Along the way, I saw something troubling—far too many hardworking people, across every industry, who were unprepared for life’s financial curveballs.

That experience, combined with my own personal story of losing my mom at a young age and watching my family struggle financially, led me to expand my work into financial services. My mission today is simple: to help everyone—no matter your career or background—create a financial future you can count on.

At KLD Legacy, we believe every family deserves to build a strong financial future rooted in protection, planning, and peace of mind. With a heart-centered approach and a commitment to integrity, we help individuals and families create a legacy that lasts generations.

WHAT I OFFER

Life Insurance

Protect your family today—and tomorrow.
We offer modern life insurance solutions that go beyond traditional coverage. Whether you’re looking for term, whole life, or indexed universal life (IUL), we help you find the policy that aligns with your goals and budget.

Our plans may also include living benefits—allowing you to access a portion of your death benefit if you experience a qualifying critical, chronic, or terminal illness. It’s protection you can use while you’re still living.

Retirement Planning

Retire with confidence.
We help you prepare for the future with strategies that protect your money while allowing for growth. From tax-advantaged accounts to supplemental retirement income, we guide you in building the life you want—on your terms.

Estate Planning

Leave more than memories—leave a legacy.
We help you organize your estate to ensure your wishes are honored and your loved ones are protected. From beneficiary planning to trust consultations, we help bring clarity and peace of mind to your legacy planning.

Debt Consolidation

Break free from the weight of debt.
With smart, personalized strategies, we help you reduce your debt burden and streamline payments—so you can focus on building wealth, not just paying off the past.

College Planning

Give your kids a head start without sacrificing your future.
We help families plan for college expenses with strategies that maximize savings, minimize debt, and protect your retirement goals in the process.

Ready to Build Your Legacy?

Let’s create a personalized plan that fits your needs and dreams.

WHO I HELP

My financial services work is for everyone. Whether you’re a:

  • Healthcare Professional

  • Teacher

  • Small Business Owner

  • Parent or Family Provider

  • Young Professional just getting started

  • Entrepreneur building your legacy

I’m here to help you. Financial security isn’t just for the wealthy—it’s for everyone who wants peace of mind and a strong financial future.

WHY IT MATTERS

Money can be overwhelming, and no one teaches us how to protect ourselves or build wealth the right way. Too many families rely only on workplace benefits, not realizing that those might not be enough or won’t follow you if you change jobs.

This work is personal to me. I know firsthand what it feels like to lose a parent without financial protection in place. No family should go through that. That’s why I’m committed to helping others prepare today so they can have peace tomorrow.

Ready to create a financial plan that works for your life? Whether you want to protect your income, prepare for the unexpected, or start building wealth for the future, I’m here to guide you.

Fill out the contact form and let’s create a plan that gives you and your family the security you deserve.

Let’s Connect!

FAQs

  • Employer-provided life insurance is a great start, but it often only covers 1-2x your salary—far less than most families actually need. Plus, you lose that coverage if you leave your job.

  • Yes! The younger and healthier you are, the lower your rates will be. It’s the smartest time to lock in affordable coverage.

  • That’s exactly what I’m here for. We’ll talk through your goals, family needs, and budget to find the best fit.