ABOUT US
At True North Legacy Planning, we empower families to take control of their financial future with clarity and confidence. Our licensed specialists craft personalized strategies that reflect each client’s goals and values. Built on a foundation of trust, transparency, and integrity, we’re dedicated to guiding you toward lasting financial freedom and generational peace of mind.
Our Services
At True North Legacy Planning, we provide tailored financial solutions designed to protect your home, grow your wealth, and secure your legacy. Our services include Mortgage Protection, Indexed Universal Life (IUL) & Annuities, and Final Expense Coverage. Each plan is built around your goals, combining protection, growth, and peace of mind for every stage of life.
Why Choose True North
At True North Legacy Planning, we’re not traditional insurance agents — we’re licensed specialists focused on helping families make the right financial decisions with confidence.
We partner with leading A rated companies like North American, Americo, Mutual of Omaha, Foresters, Ameritas, and LGA to provide protection and growth options that truly fit your goals.
Our work is guided by education, integrity, and transparency, ensuring every plan is built around what’s best for your family’s future.
