Contact Us: Direct (561) 305 1384
Legacy Insurance Innovations Group, LLC
2385 NW Executive Center Drive Suite 100 Boca Raton, FL 33431
About
Legacy Insurance Innovations Group, LLC
Our Story
At Legacy Insurance Innovations Group, we stand apart as an independent agency with almost three decades of guiding individuals, families, and businesses. Our mission is clear: to navigate the complexities of wealth with a deeply personalized, insightful approach tailored just for you.
Your financial aspirations drive us. We understand that every decision impacts your wealth's trajectory—from its growth and accumulation to preservation and eventual distribution. With a commitment to bespoke solutions and objective advice, we forge lasting relationships built on trust and tailored strategies.
Our expertise is not just about managing wealth but enhancing it through a disciplined, proactive approach that reflects your life’s nuances. With Peak Legacy Innovations, you embark on a financial journey defined by rigorous strategic planning and the dynamism of athletic discipline.
Whether you're laying the foundations of your financial future or optimizing your retirement strategies, we are here to ensure you not only reach but surpass your goals. Choose us to power your journey to peak financial fitness, where your aspirations meet our expertise. Let's ascend together.
Don't take our word for it, read about how we helped our clients!
I own a security company, our professional interactions have solidified my trust in his capabilities. His expertise is a crucial asset, enhancing the quality of work and facilitating the attainment of organizational objectives.
"I highly recommend Mr. Green, an exemplary professional whose dedication to excellence and meticulous attention to detail have consistently impressed me throughout our collaboration. He displays patience, proactive involvement, and an unwavering commitment to optimal outcomes for both individuals and corporations.
Mr. Green’s steadfast professionalism and strategic approach make him an invaluable partner in any business endeavor. He adeptly handles complex scenarios, sustains productive relationships, and consistently delivers exceptional results, showcasing his character and integrity.
In conclusion, Mr. Green is a symbol of professionalism and courtesy, having a transformative impact on every project he undertakes. I am certain that any entity choosing to work with him will attain similar satisfaction and success."
Lewis Brown says
"5 Stars!"
Romesh Kevadia - Happy Client
"Mr. Green is an extraordinary insurance advisor who radiates honesty and knowledge in every interaction. His professional advice is always precise and ethical, guiding clients through the maze of options with ease and clarity. Mr. Green's dedication to his clients' needs and his steadfast integrity make him a standout choice for anyone seeking peace of mind in insurance matters. His insights are invaluable, and he is a true asset to anyone navigating the intricate world of insurance."
Mr. Green impressed me with his broad knowledge and willingness to take the time to explain things to me in a way that made sense. He didn't try to sell me on something I didn't need but focused on helping me maximize my future. He has been nothing but honest over the years that I have worked with him and I look forward to working with him for many more years.
Mark Hewitt - Satisfied Customer
We Work With Companies You Can Trust
Legacy Insurance Innovations Group.
Elevate Your Business, Family and Future.
At Legacy Insurance Innovations Group, we are more than a financial services firm; we are your dedicated partner in the journey toward financial empowerment and security. Our commitment is to provide not only personal service but also deep, current financial knowledge, acting as your navigator on the course to achieving your goals. Whether you are embarking on your financial journey or fine-tuning your strategy in retirement, we are here to support you every step of the way.
Our Vision:
We stand at the crossroads of financial security and an active, empowered lifestyle. At Peak Legacy Innovations, we believe that achieving peak financial condition, much like peak physical fitness, requires discipline, focus, and innovative strategies. Inspired by the principles of athletic excellence, we help our clients cultivate financial resilience and strength through personalized insurance solutions and strategic financial planning.
Our Core Values:
Discipline: We advocate for disciplined, consistent financial planning and insurance strategies, mirroring the rigorous training schedules of top athletes.
Performance: We are committed to delivering top-tier results in all our offerings, ensuring that our clients' financial strategies are robust and resilient.
Innovation: By harnessing the latest in athletic training techniques and financial technologies, we bring cutting-edge strategies to our services, setting new standards in the financial planning and insurance industries.
Endurance: We equip our clients for the long haul, helping them build enduring legacies and navigate life’s financial challenges with confidence. Personalized
Coaching: Recognizing that each client has unique financial needs and goals, we offer tailored advice and strategies, much like a coach adjusts training to fit an athlete’s specific strengths and weaknesses.
About the Founder
Stephen J. Green
With over twenty-seven years of expertise in the financial industry, I am proud to offer tailored guidance that meets your unique financial needs. As a Gulf War Veteran, the dedication and discipline I honed during my military service are now pillars of my approach to financial planning. My academic background in business and finance has equipped me with the knowledge necessary to deliver comprehensive solutions that enable you to make well-informed decisions.
During my tenure as a registered representative, I learned firsthand the crucial role of trust and transparency in all financial dealings. My commitment to upholding the highest ethical standards ensures that I always place your best interests at the core of every recommendation I make.
At Legacy Insurance Innovations Group, our mission is clear: to help you achieve your financial goals through integrity, professionalism, and a deeply personalized approach. Let us join forces to chart a successful path to your financial aspirations. Together, we can build a future you feel confident about.
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2385 NW Executive Center Drive Suite 100
Boca Raton, FL 33431