Patrick Stone, Founder & CEO
About Stone Legacy Planning
Patrick Stone is the CEO and founder of Stone Legacy Planning, an insurance company built on trust, care, and a deep commitment to helping families prepare for life’s uncertainties.
What sets Patrick apart is his heart for service. He believes that insurance isn’t just about policies or paperwork. It’s about people. It’s about giving families peace of mind, knowing they’re protected no matter what comes their way. That belief drives everything he does at Stone Legacy Planning. He leads with integrity, compassion, and a genuine desire to leave a positive impact on every life he touches.
For Patrick, it’s more than business. It’s a legacy. And he’s proud to help others build theirs.
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