Legacy Life Insurance is a registered investment advisory firm based in Grass Valley, CA, specializing in personalized financial management and retirement planning. With a commitment to prioritizing their clients' needs over profit, their team of experienced advisors offers sophisticated strategies designed to protect assets and navigate market fluctuations, ensuring individuals have enough to retire and take care of their families.
Founded by Drew Horter after the stock market crash in 1987, Horter Investment Management, the parent company of Legacy Life Insurance, takes a tactical approach to investing, incorporating risk management techniques to minimize the impact of market swings. Located in northeastern Cincinnati, OH, they are proud to be a homegrown registered investment advisory firm, embodying midwestern values of hard work, integrity, and prioritizing family.
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