About Legacy Guard Capital

No business is too large or small to secure funding.

What We do

Legacy Guard is all about information and transparency in the financing process. Our process shortens the time between application and funding by conducting a broad and detailed search to match your terms and financial goals with the right lender, and through prompt communication along the way. It results in a better package, and a smoother process, and faster close with fewer questions. 

As an independent insurance agency , we serve as a broker between clients and multiple insurance carriers, providing a wide range of insurance products and services. Unlike captive agents who represent a single insurance company, independent agents have the flexibility to offer various options, allowing them to find the best coverage tailored to individual client needs.

Turn Loan Denials into Approvals

How do we do it? Legacy Guard conducts an assessment of your current business scenario, identifying opportunities to access capital. We match your business with the right financing and the right lender. In today’s market, financing is diversified, with niche lenders in each industry and with unique lending criteria such as business size, revenue, assets, and valuation. We evaluate the details to create a match. What’s the benefit? You remain focused on your work while we bring you capital solutions.

Funding Without Limits

Fastest Close

Lenders in our network

IN AVAILABLE FUNDS

Mission

Legacy Guard sources funds for businesses from startup to large organizations. We say “no financing target too large, no financial structure too complex.” We are here to work your deal from concept to the closing table.

Our experienced team at Legacy Guard is committed to providing customized financial solutions tailored to each client’s unique needs. We understand that every business has challenges and opportunities regardless of size or industry. By leveraging our extensive network of financial partners and our deep industry expertise, we develop strategic funding solutions that align with our clients’ goals and foster sustainable growth. We pride ourselves on our ability to navigate complex financial landscapes, ensuring that our clients can access the most competitive terms and innovative structures available in the marketplace.

Vision

Our vision is simple. We work toward a scenario where you remain focused on business operations, growth, and the next step on your business journey and we source the capital you need to get there.

We believe in creating long-lasting partnerships with our clients built on trust, transparency, and a shared commitment to achieving your goals. Our client-focused approach ensures that every financing solution we provide is tailored to your specific needs and aspirations. By leveraging our extensive network of lenders and industry knowledge, we strive to offer innovative solutions that keep you competitive in an ever-evolving market.

Values

Our values include transparency, focus, collaboration, and skill. We develop and maintain relationships in the ever-changing capital markets so we can quickly match our clients with the right funding.

At the core of our enterprise lies a dedication to excellence that translates into every interaction with our clients. We believe transparency fosters trust, allowing us to build long-standing partnerships with our clients and funding sources. Our focus is not only on finding the best possible financial solutions but also on understanding each client’s unique goals and needs. Collaboration drives our innovative approach, ensuring we stay ahead in the dynamic capital markets. Our team is continually enhancing their skills to provide cutting-edge solutions backed by deep industry knowledge and a commitment to delivering exceptional results.

Diverse Product Offerings

Independent insurance agencies provide a broad array of insurance products, including:

Personal Insurance

Homeowners, auto, renters, and life insurance.

Commercial Insurance

Business owners, liability, property, workers’ compensation, and more.

Specialty Insurance

Coverage for unique needs, such as cyber liability or professional liability.

Personalized Services

We prioritize in building strong relationships with clients. Agents take the time to understand the specific needs and risks of each client, providing tailored advice and customized insurance solutions.

Multiple Carrier Access

We as Independent agents, work with various insurance carriers, allowing us to compare policies and prices. This means clients can benefit from competitive rates and better coverage options, as agents can source multiple quotes quickly.

Claims Support

In the event of a claim, independent agencies assist clients through the claims process, ensuring that they receive the support they need. This includes helping clients communicate with insurers and navigate any challenges that may arise.

Risk Management Expertise

Independent agents often provide risk management services, helping clients identify potential risks and implement strategies to mitigate them. This proactive approach can lead to safer business practices and potentially lower insurance costs.

Benefits for Clients

Our experienced team is committed to understanding your unique needs and matching you with the ideal loan options from our extensive network of trusted lenders. By putting your best interests at the forefront, we aim to simplify the borrowing process, providing you with clarity, confidence, and choice every step of the way.

Choice and Flexibility

Clients have access to a variety of insurance products and carriers, allowing them to choose the best coverage options for their specific needs.

Cost-Effective Solutions

The ability to compare policies and rates from different insurers often results in more cost-effective insurance solutions.

Ongoing Support

We provide continuous support and advice, ensuring clients understand their policies and any changes in coverage needs.

Who Should Use an Independent Insurance Agency?

Independent insurance agencies are ideal for individuals and businesses of all sizes looking for personalized service and a wide range of insurance options. Whether someone needs basic personal coverage or comprehensive commercial insurance, as an independent agency, we can cater to those needs effectively.

Legacy Insurance Agency plays a vital role in the insurance landscape by offering personalized service, diverse product options, and expert guidance. By acting as intermediaries between clients and multiple insurers, we help individuals and businesses find the right coverage while ensuring peace of mind in managing their risks.

Whether you need coverage for your home insurance, personal auto insurance or commercial insurance, boat insurance or motorcycle insurance, we will shop through our long list of qualified, highly-rated companies to find the perfect insurance solution for you and your situation. We also can shop your insurance at each renewal to always make sure you have the best rate available.

Start now

Schedule a free call and get your questions answered by an expert today.

We support clients coast-to-coast

Start Your Financial Journey

Legacy Guard is your partner in the financing journey. We build and retain relationships in the evolving financial markets to help businesses close deals, no matter the complexity of the financing or business plan.

This model allows us to explore numerous capital structuring options for your project while locking in the best possible terms and rates with fast turn times, minimal out-of-pocket expenses, or impact on personal credit.