Nashville, Tennessee USA

Greenville, South Carolina USA

615.988.9585

©2019 by The Legacy Solutions

Welcome to
The Legacy Solutions

IT’S YOUR WEALTH.
Let’s make the most of it.

 

The Guidance You Need

Charitable Planning | Financed Life Insurance | Foundation & Endowment


Life Insurance, Investment Portfolio, Disability, Risk Management (P&C), Business Valuations

AS FIDUCIARIES, WE PUT OUR CLIENTS FIRST.

 

Insurance: Life | Business | P&C |  Home & Yacht

Protecting Your Life, Family & Business


Magnolia Insurance Group is an independent insurance agency, free to help you choose the best carrier for your insurance needs, allowing us to offer the best coverage at competitive prices.

Getting a quote has never been easier! Simply fill out the appropriate form, and one of our experts will begin shopping among multiple top-rated carriers simultaneously. All of our forms are secure, and your information is safe. Be sure to leave accurate contact info so we can reach out with any questions.

  • Fast

  • Safe

  • Local Service

Financial Planning

ARRIVING AT YOUR DESIRED DESTINATION TAKES MORE THAN A MAP

Hilbert Financial Group, LLC is a Fee-Only Registered Investment Advisor. We offer both simplified and comprehensive financial planning services with our focus on discretionary active investment management.

Financed Life Insurance

Financing premiums for life insurance works because of leverage.

Lenders like it because it represents a well secured long-term loan.  Perhaps most importantly, premium financing solves a longstanding problem for the high net worth individual.  The need for estate or business planning without requiring the expenditure of dollars for premiums or out-of-pocket expenses for interest payments.  In this way, the client's cash flow and/or investments need not be liquidated to fund the needed policy; the client's investment portfolio can continue to grow without interruption; and the client's estate is protected at death. Moreover, there is no gift tax associated with the payment of large premiums because the money is now borrowed rather than paid out of the estate.

ProActive Investing

FOR A SAFER HEADING, LET US TAKE THE MYSTERY OUT OF HOW AND WHERE TO INVEST

How we can help your portfolio?

Minimize bear market losses

Navigate sideways markets

Maximize bull markets

Market cycle math

Guard against the unexpected


We employ a wide selection of asset classes through actively managed strategies designed to be nimble in various market environments.  Some strategies aim to produce income, others seek growth.  All adjust to evolving market conditions.


Want to know more?

Receive a no obligation consultation.

Giving and Tax Efficiency

Everyday We Face A Choice

Ready to get started? Click below and discover financial peace.

Goals and Legacy.

Wedding Family Photos