How we got started

Hello, I'm Kimberly, the founder of The Legacy Connection.

For most of my career, I worked as a medical social worker, helping families navigate some of life's most difficult moments—critical illnesses, aging parents, and end-of-life decisions. I saw firsthand how unprepared many families were, not just emotionally but financially. Too often, I watched loved ones struggle to make decisions under stress, left with confusion, debt, and regret because planning hadn't been a priority.

Then, my own life changed. I lost my father and my mother-in-law within the same year. Despite all my experience in crisis management, I wasn't fully prepared for the financial and emotional weight that came with their passing. It was a wake-up call. I realized that planning for the unexpected isn't just about organizing documents—it's about protecting the people we love from unnecessary hardship.

That's why I created The Legacy Connection.

What started as a mission to help families organize their affairs has grown into something much bigger. Today, I help individuals, families, and entrepreneurs secure their financial futures through life insurance, health coverage, and retirement planning.

Along this journey, I've met so many people in a similar stage of life—wanting to provide security for their families but also realizing they aren't financially prepared to retire when they thought they would be. Many have spent years working hard, raising families, and building businesses, only to reach midlife and realize that traditional retirement options won't allow them to step away when they're ready. That's where I come in. Through Indexed Universal Life (IUL) policies and Fixed Indexed Annuities (FIA), I help people create tax-free retirement income, build generational wealth, and take control of their financial future—so they don't have to work forever just to make ends meet.

If you're at a point in life where you're thinking about security—not just for your loved ones, but for yourself—it's time to put a plan in place. Let's work together to build a future where you can retire on your terms, with confidence and peace of mind.