Expert Retirement Planning Services in Boise & Meridian

Local Professionals Guiding You to

Maximize Benefits & Protect Your Legacy

Plan your retirement the right way. Access a wealth of options and keep it simple with the care of an experienced professional. Honest help. Reliable results. Agents and advisors that are local and here for you for the long haul.

Good retirement planning demands knowledge and wisdom. We’re a Master Brokerage of full time, local, career professionals who specialize in retirement planning services.

  • Medicare

  • Veteran Benefits

  • Retirement Income

  • Assisted Care Planning

  • Social Security Selection

  • Health Insurance Coverage

  • Estate & Special Needs Planning

Medicare & Retirement Planning Services

in Boise & Meridian

Plan your retirement the right way. Access a wealth of options and keep it simple with the care of an experienced professional. Honest help. Reliable results. Agents and advisors that are local and here for you for the long haul.

Good retirement planning demands knowledge and wisdom. We’re a Master Brokerage of full time, local, career professionals who specialize in retirement planning services.

We maximize and protect your

  • Medicare

  • Veteran Benefits

  • Retirement Income

  • Assisted Care Planning

  • Social Security Selection

  • Health Insurance Coverage

  • Estate & Special Needs Planning

Click on the map for directions

800 S Industry Way Suite 250, Meridian, ID 83642, USA

800 S Industry Way Suite 250, Meridian, ID 83642

Meet The Team

Meet The Team

James Case

Kristopher Wilson

David Tizekker

Kathy Wasden

Jonathan Carroll

David Tizekker

Kathy Wasden

Jonathan Carroll

Keith Jex

Tom Bennett

Lisa Westfall

Gary Carroll

Travis Lemke

Frank Sykes

Michael Stephenson

Melisa Adams

Randy Lee

Lori Marr

Edmund Browning

Brandon Ludwig

Maureen Hatfield

Ryan Robinson

Melody Frei

Djali

Christopher Kyris

Brandon Ludwig

Jaiden Darr

Aaron Contreras

Tina Butler

Edmund Browning

Gary Carroll

Lori Marr

Brandon Ludwig

Keith Jex

Tom Bennett

Randy Lee

Maureen Hatfield

Kathy Wasden

Ryan Robinson

Christopher Kyriss

Travis Lemke

Michael Stephenson

Melody Frei

Frank Sykes

Melisa Adams

Tina Butler

Jaiden Darr

Aaron Contreras

View Our Socials


Legacy Insurance & Financial Services, LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency. Advisory services are offered by Simple Financial, LLC an Investment Advisor in the State of Utah. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Purchases are subject to suitability. Specific to Medicare Advantage Plans and Medicare Part D Plans, we do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. Opinions expressed herein are solely those of Legacy Insurance & Financial Services, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell insurance or advisory services to any residents of any state other than where legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. By submitting any information on or through this site using a ‘submit’ button you agree by electronic signature to be contacted by a representative of Legacy Insurance & Financial Services, LLC by automated, prerecorded or manual SMS, text, email, or phone for the purpose of seeing to your request. The inclusion of any link is not an endorsement of any products or services by Legacy Insurance & Financial Services, LLC, or any of its associates. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Legacy Insurance & Financial Services, LLC, nor any agency, officer, or employee of Legacy Insurance & Financial Services, LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

Site managed by

Full Flex Marketing

View Our Socials


Legacy Insurance & Financial Services, LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency. Advisory services are offered by Simple Financial, LLC an Investment Advisor in the State of Utah. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Purchases are subject to suitability. Specific to Medicare Advantage Plans and Medicare Part D Plans, we do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. Opinions expressed herein are solely those of Legacy Insurance & Financial Services, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell insurance or advisory services to any residents of any state other than where legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. By submitting any information on or through this site using a ‘submit’ button you agree by electronic signature to be contacted by a representative of Legacy Insurance & Financial Services, LLC by automated, prerecorded or manual SMS, text, email, or phone for the purpose of seeing to your request. The inclusion of any link is not an endorsement of any products or services by Legacy Insurance & Financial Services, LLC, or any of its associates. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Legacy Insurance & Financial Services, LLC, nor any agency, officer, or employee of Legacy Insurance & Financial Services, LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

Site managed by

Full Flex Marketing