Securing Roots, Growing Futures
Secure Tomorrow Today with Stone Legacy Planning
Discover Peace of Mind with Stone Legacy Planning Expert Insurance and Wealth Management Tailored to Protect and Prosper Your Future.
Explore Our Comprehensive Insurance & Wealth Management Solutions
Explore tailored insurance and wealth management solutions designed to protect and enhance your financial future, with expert guidance every step of the way.
Stone Legacy Planning
Life & Health Insurance
Offer personalized plan aimed at shielding both you and your family from financial hardship in the unfortunate event of illness or loss of life.
Tax-Free Retirement
Create tailored financial plans to protect your family from market risks, excessive taxes, and outliving your resources, with expertise in retirement planning, wealth building, legacy preservation, and educational funding.
Debt Elimination
Assistance in eliminating debt, including mortgages, in nine years or less—without extra spending—enhancing both their current financial situation and future prospects through expert consultation.
Estate Planning and Trusts
Guidance in estate planning, including wills, trusts, and tax strategies to ensure smooth asset transfer and legacy preservation for future generations.
Policy Reviews
Offer complimentary education and reviews of financial instruments like 401(k)s, IRAs, pension plans, and life insurance, helping you understand your accounts, fees, benefits, and potential income gaps to make informed decisions for your future.
Final Expense
Offer services of arranging a final expense policy, which covers funeral and end-of-life expenses. This ensures that your family doesn't bear the burden of these costs out of pocket.
Testimonials
Brooke R.
I was overwhelmed with debt and didn’t know there were real solutions available. Patrick was kind, understanding, and never made me feel judged. He helped me create a plan to get out of debt in 9 years and save thousands in interest. I finally feel hopeful and in control of my finances.
Brice J.
I was referred to Patrick through a mutual friend because, as someone who’s self-employed, I didn’t have a retirement plan or access to a 401(k). Being in my late 20s, I knew I needed to start planning, but I didn’t want to risk putting money into something that could be lost in the market. Patrick took the time to explain all the options available to me and helped me build a retirement plan that fit my current budget. He also helped me set realistic goals to increase my contributions over time so I’d be on track for a comfortable retirement. Thanks to Patrick, I now have a clear plan in place—not just for retirement, but also to protect my income if I get sick and to make sure my family is taken care of if something happens to me. It feels incredible to finally have that peace of mind and to know my future is secure.
Sandra H.
I’ve been an educator for over 30 years and wanted to retire but wasn’t sure if I’d have enough income to do it comfortably. Patrick reviewed my current and past retirement accounts and helped me stop the market losses I was facing. He clearly explained how my TRS works and what I could expect when I retire. He also identified my income gap and gave me solid solutions to fill it before retirement. Now I feel financially confident, empowered, and at peace with my decision to retire.
Jacob D.
I’m a single dad and widower. After losing my wife to cancer—with no life insurance in place—I was overwhelmed by funeral costs, childcare, and the fear of what would happen to my daughter if something happened to me too. Patrick helped me put a life insurance plan in place that ensures my daughter is protected and gives me peace of mind with living benefits if I get sick. He found the best rate by comparing top companies, and now I finally feel secure knowing we’re covered if the unexpected happens.
FAQs
Your Questions Answered - Simple, Clear, and Concise.
What types of insurance does Titus Wealth & Trust offer?
We offer personal, business, life, and health insurance, among other tailored solutions.
Can I customize my insurance package?
Absolutely. Our agents work closely with you to tailor insurance solutions that fit your specific needs.
What should I consider when choosing life insurance?
Consider financial obligations, family needs, and long-term goals. Our agents can help with detailed analysis.
How often should I review my insurance and financial plans
Review your plans annually or when significant life or business changes occur
Are there specific insurance options for small businesses?
Yes, Titus Wealth & Trust offers tailored insurance solutions for small businesses including property damage, liability insurance, and workers compensation among others. Our team can help you assess your risks and recommend the appropriate coverages.
What is the process for filing a claim with Titus Wealth & Trust
Contact your agent directly or call our customer service to begin the claim process