Randy Lee

Licensed Insurance Professional

Randy is dedicated to helping seniors achieve financial security and peace of mind through comprehensive retirement planning. Specializing in senior benefits, he provides clear, personalized guidance on Medicare, life insurance, and income strategies to ensure clients feel confident about their future. Randy's approach is built on trust, education, and a commitment to simplifying complex decisions. His goal is to make retirement planning stress-free and tailored to each client’s unique needs. When you work with Randy, you gain a partner who truly cares about your long-term well-being.

Randy Lee

Licensed Insurance Professional

Randy is dedicated to helping seniors achieve financial security and peace of mind through comprehensive retirement planning. Specializing in senior benefits, he provides clear, personalized guidance on Medicare, life insurance, and income strategies to ensure clients feel confident about their future. Randy's approach is built on trust, education, and a commitment to simplifying complex decisions. His goal is to make retirement planning stress-free and tailored to each client’s unique needs. When you work with Randy, you gain a partner who truly cares about your long-term well-being.

About Legacy Insurance and Financial Services

Your trusted local guide to retirement planning. No call centers, no brand reps—just me, your dedicated agent, here to help you connect the dots and claim what’s yours. Backed by a Master Brokerage with access to hundreds of top-rated companies, I tailor strategies that optimize your retirement savings, Social Security, Medicare, and more. Whether it’s life insurance, long-term care, veteran benefits, or debt elimination, I’m here to protect what matters most. I listen, personalize, and stay by your side—today and into your future. Let’s begin.

From Medicare to individual & family health insurance, personalize your plan.

Protect and maximize retirement savings income. Perfect Social Security strategies. Sharpen savings & eliminate debt.

Protect your loved ones. Plan your estate. Leverage the unique characteristics of life insurance for personal or business planning.

Get professional help planning for care at home or in assisted living. Protect assets, choice, dignity & relationships by planning ahead.

Are you in or approching retirement?

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Specific to Medicare 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 of your options. We do offer coverage in most states, representing over 130 organizations which offer over 300 different plans throughout the United States. Contact one of our agents to learn more about what companies and plans we represent in your area.