Financial Professional

Services

A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.

Our Services

Life Insurance, Annuities, and Legacy Planning

Explore customized solutions from Gerner Legacy Financial Solutions: Term Life, Whole Life, Indexed Universal Life (IUL), Final Expense, Mortgage Protection, Children’s Legacy Plans, and Retirement Income Strategies.

Our Impact

At Gerner Legacy Financial Solutions, every family we serve is part of our mission to create financial peace of mind and build lasting legacies. From protecting young parents to helping retirees find stability, our work is about making real, lasting change — one family at a time.

Client Focus

We partner with everyday people to protect income, reduce stress, and build financial confidence. Our mission is simple: real guidance, real results, real peace of mind.

A vintage poster from The Royal Bank of Canada showing a savings chart that projects potential worth at age 65 based on current age and monthly savings. The chart includes a list of ages from 20 to 50, and various monetary goals ranging from $5,000 to $40,000. The poster is displayed on a wooden stand with decorative red flowers beside it.

Legacy Planning

We make legacy planning simple and personal—helping families use tools like life insurance and tax-advantaged strategies to protect loved ones, grow wealth, and create lasting impact for future generations.

Wooden Scrabble tiles arranged in an organized pattern spell out the phrase 'MANAGE YOUR ASSETS' on a plain white background.

Educational Resources

Providing knowledge to empower families in their financial decisions.

A family of four poses for a portrait outdoors, framed by a dark, rectangular opening. The setting is within a forest, with trees visible in the background. The family looks content and close-knit, with the parents and two children all focusing on the camera.

Get Started

Protect your family’s future with our expert financial solutions.

Start Your Plan