focused on health
About Us
Helping Businesses and Families Build Financial Wellness
At Legacy Financial Team, we believe that true success begins with financial wellness — for both employers and employees. Our mission is to empower companies to offer meaningful benefits that strengthen workplace culture, enhance retention, and improve overall financial health — without increasing overhead costs.
About Jessica Moreno
Jessica Moreno is a California-licensed Life and Health Insurance Agent dedicated to helping business owners protect their teams, grow their wealth, and unlock innovative benefit solutions.
With years of experience in financial education and employee benefits, Jessica partners with leading organizations such as Amaze Health to deliver programs like Capstone Plus, a Section 125 compliant wellness benefit that gives employees bigger paychecks and employers more profit — all at zero cost to implement.
Highlights:
✅ Licensed Life & Health Agent (CA, CO, NV)
✅ Partnered with Amaze Health (Capstone Plus Program)
✅ Fully IRS, DOL, and ERISA Compliant
✅ Focused on Long-Term Retention & Financial Growth
Experience exceptional service and quality at our store, where we prioritize your vision and comfort. Our dedicated team is here to help you find the perfect eyewear tailored to your needs.
Links
Links
Explore
Community
Live Chat
Support
Capstone Plus is a wellness benefit program administered by Amaze Health and distributed by Legacy Financial Team. This is not traditional insurance. The program is designed to comply with IRS Section 125, DOL, and ERISA regulations.
© 2025 Trusted Wellness Benefits - All Rights Reserved.
Phone: (906) 999-9757