Star Legacy Financial
Empowered Futures.

We specialize in helping individuals, families, and business owners make confident financial decisions. From health and life insurance to retirement planning, tax strategies, and estate protection—our mission is to provide peace of mind through personalized service and expert guidance.

Whether you're planning for college, protecting your income, or creating a lasting legacy, our licensed professionals are here to help you every step of the way.

SERVICES

SERVICES OFFERED

Comprehensive Solutions, One Trusted Partner

Health Insurance

Protect your well-being with flexible plans that fit your needs and budget.

Retirement Planning

Build a future that rewards you for working hard today.

Business Executive Plans

Reward top talent and reduce turnover with executive-level financial packages.

Life Insurance

Secure your family's future with term or whole life coverage.

Tax-Advantage Strategies

Minimize liabilities, maximize savings, and keep more of what you earn.

Mortgage Protection

Ensure your home is safe, even during life's toughest times.

Disability Insurance

Income protection when life takes an unexpected turn.

College Funds

Give your child a debt-free head start with strategic education planning.

Wills & Trusts

Preserve your legacy and protect loved ones with proper estate planning.

Book Service

TEAM

OUR EXPERTISE

Meet the Experts Behind Your Financial Peace of Mind

Estefani Diaz

Senior Operations Manager

Licensed in Life, Health, & Annuities

The backbone of our team, Estefani ensures every client experience is seamless and supported.

Rod Robinson

Senior Manager

Licensed in Life & Annuities

Focused on tax-advantaged strategies to build lasting financial security through long-term planning solutions.

Madeline Gidvani-Felix

Senior Manager

Licensed Life & Annuity Agent

Guiding clients with care and clarity toward lasting peace of mind through life insurance and annuity options.

Diondre Clark

Jr Financial Associate

Licensed in Life & Annuities

Helping individuals and families protect their future with tailored life insurance and retirement income strategies.

TESTIMONIALS

TESTIMONIALS

What Clients Are Saying

Real stories from individuals, families, and business owners who found peace of mind with our guidance.

As a small business owner, I didn’t have time to manage my financial planning. Their executive plan solutions and retirement strategy saved me money and helped my team feel more secure.