Core Values

Respect | Humility
Ownership | Attitude
Relationships | Toughness

About Us

Legacy Financial Services, launched in 2021. We have joined our leadership in their mission to make a major impact on this industry, both locally (Manatee and Sarasota county) and nationwide. Our vision is to empower great individuals to work in a field that can meet and exceed their financial goals, then to be able to offer our agents the luxury of flexibility to not miss precious moments with their families. We believe that the right people mixed with the right system is a Legacy in the making,

Our business is built on the Equis Financial system. Equis is a leading insurance marketing organization (IMO), founded by respected industry leaders, standing on six core values that reflect The Cardinal's own standards.

Through hard work, a combined experience of over 75 years in the industry, and determination, the leaders of Equis Financial have built innovative technology, a dynamic Home Office support structure and much more for agents to leverage today for their profitability. This organization truly exemplifies what it means to be The Agent's Company.

Legacy Financial
Is Hiring

CEO Heather Augenstein
Schedule Interview