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The few plan with vision and gather partners to journey with them ensuring they reach their destination. https://images.squarespace-cdn.com/content/v1/5cb9d9468d974028a3de9548/dcc3ec43-1414-447f-8b42-fa83ae2b538a/Screenshot+2025-06-17+at+10.54.37+AM.jpg Home (55 Ratings & Reviews) https://images.squarespace-cdn.com/content/v1/5cb9d9468d974028a3de9548/8b232d83-11a3-4c4f-be4b-5be3ad861822/OKC+SKYLINE+LBD+WEB.png Home - Established in 2008 Our headquarters are in the heart of Oklahoma, but our agents are nationwide. We take pride in training up responsible client centered agents to meet the growing demands of medicare and retirement needs. We began at the start of the last Global Recession, and now more than ever we are here to help face the challenges of today. https://images.squarespace-cdn.com/content/v1/5cb9d9468d974028a3de9548/f1845a09-f273-46dc-82cb-5c6d354a5e00/lbd+main+pic.png Home https://images.squarespace-cdn.com/content/v1/5cb9d9468d974028a3de9548/337e66b2-036d-41d3-b0a1-c4814f538db2/LBD+PIC+2++LBD+WEB.png Home - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5cb9d9468d974028a3de9548/b0bba253-f1ac-4ff3-9f06-1f7f76e2522a/lbd+logo+site.png Home - Retire Savvy The majority plan alone and fail to hit the target. The few plan with vision and gather partners to journey with them ensuring they reach their destination. https://www.mylegacybydesign.com/about-us-ready daily 0.75 2025-06-24 https://images.squarespace-cdn.com/content/v1/5cb9d9468d974028a3de9548/6acc3ea9-d791-44dd-b5d6-b8029ceaac48/Laurie+headshot+%281%29.jpg About Us - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5cb9d9468d974028a3de9548/50b39145-fb28-4c93-95e6-67977b954f28/Brian+Crater+Headshot.jpg About Us - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5cb9d9468d974028a3de9548/c9bf4c8a-85db-435c-8f48-183aa93eb296/Robin++Bales++Headshot+2024.jpg About Us https://images.squarespace-cdn.com/content/v1/5cb9d9468d974028a3de9548/584dc70a-09d7-4ddd-b552-6de96753856b/Shannon+headshot.jpg About Us - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5cb9d9468d974028a3de9548/50b39145-fb28-4c93-95e6-67977b954f28/Brian+Crater+Headshot.jpg About Us - Brian Crater Brian Crater - Founder & CEO of Crater Financial Services, Brian brings his Advanced Planning Strategies offering to our planning department. A small town farm kid, Brian grew up knowing the value of a strong work ethic, and a firm handshake. Among many athletic gifts, Brian became an All-American in Bowling finishing his senior year nationally ranked 17th in the Class of 2011, He went on to spend time on the PBA Tour and became one of the youngest athletes to ever qualify for the US Open in 2012. His vocational and educational pursuits have led him across an array of industries including Piloting, Air Traffic Control, Legislative Consulting, and Financial Services. A student of the Tax Code, Brian has a thorough knowledge and extensive experience in deploying Tax, Insurance, and Financial strategies to maximize deductions and returns in an efficient manner that pay big dividends. His approach to financial problem solving has won him several achievement awards, and gained national recognition including 2023 National Top Broker from Insurance Business America, but what he cherishes most are the relationships he gets to build through adding value to the lives of his clients. Versed in the complexities of ERISA and fiduciary issues inside employer sponsored plans has placed him in demand as businesses try to maneuver through the plan sponsor liabilities. This has positioned him as a respected leader in the small to midsize business retirement and exit strategy space. Brian’s insights in financial forecasting make him a key to the custom solutions our client base seeks. https://images.squarespace-cdn.com/content/v1/5cb9d9468d974028a3de9548/6acc3ea9-d791-44dd-b5d6-b8029ceaac48/Laurie+headshot+%281%29.jpg About Us - Laurie Bales Enrollment Specialist. Laurie is pursuing her accounting degree with a certification CPA designation. She is our group enrollment specialist. Her knowledge of the compatibility of our products helps to make the process seamless for our clients. Laurie graduated Valedictorian of her high school Southwest Covenant School in 2023 and is a great asset to our team. https://images.squarespace-cdn.com/content/v1/5cb9d9468d974028a3de9548/584dc70a-09d7-4ddd-b552-6de96753856b/Shannon+headshot.jpg About Us - Shannon Bales Medicare Agent - Shannon joins the Legacy team helping our clients navigate the twists and turns of healthcare challenges in retirement. Understanding the different health and income parameters that medicare can present she helps her clients choose plans that will match their current needs and helps them understand that as life changes there is flexibility in choosing the right Medicare plan as planning is reviewed on an annual basis. Shannon’s past experience working as a dental assistant and being exposed to the health insurance claims process, she has an eye out for her clients as those challenges present medicare beneficiaries some confusion over what they will pay out of pocket. Shannon become her clients best ally to safeguarding their billing expense to control their costs in retirement. https://images.squarespace-cdn.com/content/v1/5cb9d9468d974028a3de9548/c9bf4c8a-85db-435c-8f48-183aa93eb296/Robin++Bales++Headshot+2024.jpg About Us - Robin Bales President, locally and nationally known in the life and health insurance industry. Working in finance from mortgage lending in the early 2000’s to starting her own business, Commonwealth Lending Group in 2007, she’s seen and survived the chaos of a global economic crash and the fall out of small businesses in hard times. 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