The Lopez Legacy Group
Protect Your Family. Secure Your Legacy.
Your trusted partner for lifelong protection and family peace of mind.
The Legacy Protection Framework
The Four Pillars of Senior Financial Security
Medicare Clarity
Understand your Medicare choices clearly- Advantage, Supplement, and drug plans. We help you choose what fits your needs, medications, and doctors.
Final Expense Protection
Affordable plans that protect your family from $5,000- $40,000 funeral expenses and medical bills. No exam options available.
Retirement Income Stability
Safe retirement strategies that protect your savings and help ensure you never outlive your income- no market risk.
Family Legacy Planning
Beneficiary setup, life insurance reviews, emergency folders, and family meetings so your loved ones always know exactly what to do.
Who we are?
At The Lopez Legacy Group, we specialize in helping seniors protect what matters most — your health, your savings, and the legacy you leave behind.
Our approach is simple and personal. We provide clear guidance, trusted insurance solutions, and retirement planning strategies designed to give you confidence and peace of mind. Whether you need help understanding Medicare, final expense coverage, life insurance, or creating guaranteed income in retirement, we take the time to explain your options and tailor recommendations to your unique needs.
We are committed to helping you make informed decisions, reduce financial stress for your loved ones, and feel secure about the future you’ve worked so hard to build — because protecting your legacy should feel safe, honest, and stress-free.
Expertise You Can Trust
Years of Experience in Insurance and Financial Services
Tailored Solutions
Customized strategies for seniors and their loved ones
Committed to your Legacy
We help you protect your future and create a lasting legacy for generations to come.
Is The Lopez Legacy Group Right for you?
We work best with individuals and families who value clarity, guidance, and long-term support- not rushed decisions or one-size-fits-all solutions.
✅ You’re a Great Fit If You:
Are 60+ or approaching Medicare eligibility
Are already enrolled in Medicare and want a second set of eyes on your coverage
Want to protect your family from financial burden
Need help choosing Medicare, Insurance, or Retirement income options
Want patient, simple, human guidance not confusing jargon
Prefer to work with someone long-term, not just once
We May Not Be the Best Fit if you:
Prefer to handle everything on your own
Don't want your family or beneficiaries involved in planning
Prefer DIY online enrollment with no guidance or ongoing support
( And that's okay- our goal is alignment, not pressure)
Who We Commonly Serve:
Seniors approaching Medicare Eligibilty
Seniors already enrolled in Medicare
Retirees seeking stable, predictable income
Homeowners with mortgages or HELOCs
Seniors focused on protecting their legacy and loved ones-
We believe trust is built over time. That's why we focus on education, relationship, and long-term planning- so you always know what you have, why you have it, and how it supports your life and family.
Compassionate Support. Proven Experience. Real Protection
🎯 SENIOR-FOCUSED ONLY
We work exclusively with retirees, caregivers, and near-retirees who want simple, honest guidance
🤝 NO PRESSURE. NO CONFUSION
We educate first, recommend second.
🏠 FAMILY WELCOMED
Adult children and caregivers are always invited to appointments.
📊 CLEAR EXPLANATIONS
We explain every plan in simple “everyday language
🔐LONG-TERM SUPPORT
Annual reviews, Medicare updates, and policy help whenever you need us.
REAL STORIES. REAL PEACE OF MIND
“I finally understand my coverage—and I’m no longer overpaying.”
“Before working with The Lopez Legacy Group, I was paying for a plan I didn’t fully understand. They took the time to explain everything in plain language and helped me switch to coverage that actually fits my health needs and my budget. Now I feel confident every time I go to the doctor—and that peace of mind is priceless.”
Maria G., 68
“They helped me protect savings, not just my health.”
“I worried that one medical emergency could wipe out what I worked my whole life to save. The team walked me through my Medicare options and made sure I wasn’t leaving money on the table. I feel secure knowing my healthcare won’t become a financial burden on my family.”
Robert L., 72
“They helped me think beyond today- to my legacy.”
“This wasn’t just about insurance—it was about planning wisely. They helped me understand how my coverage choices affect my long-term finances and the legacy I leave behind. I feel empowered, informed, and prepared.”
Linda S., 66
Let's Protect What Matters Most
You've Spent Your Life Caring for Your Family. Now It's time to protect your future- and theirs- with clarity and peace
