Tammy Stoner

Licensed Insurance Professional

Tammy has spent her life living at the base of the Wasatch Mountains in Utah and loves outdoor adventures with her family. She earned her Bachelors Degree from Stevens-Henager College and has worked in business and sales over the last 20 years. She enjoys photography and is a member of the Wasatch Camera Club. Tammy has a passion for exploration and travels with her husband every chance she gets.

As an insurance professional, Tammy works primarily with those nearing retirement and 65+. She believes this focus gives her the depth of knowledge to serve those soon to be or already receiving Social Security benefits in the areas of; Protection of financial assets, long-term care, life insurance, final expense, and Medicare. She is licensed to serve in Utah, Idaho, Wyoming, and some additional states.

Tammy Stoner

Licensed Insurance Professional

Tammy has spent her life living at the base of the Wasatch Mountains in Utah and loves outdoor adventures with her family. She earned her Bachelors Degree from Stevens-Henager College and has worked in business and sales over the last 20 years. She enjoys photography and is a member of the Wasatch Camera Club. Tammy has a passion for exploration and travels with her husband every chance she gets.

As an insurance professional, Tammy works primarily with those nearing retirement and 65+. She believes this focus gives her the depth of knowledge to serve those soon to be or already receiving Social Security benefits in the areas of; Protection of financial assets, long-term care, life insurance, final expense, and Medicare. She is licensed to serve in Utah, Idaho, Wyoming, and some additional states.

Medicare insurance enrollment assistance and supplemental health coverage plans for seniors - Legacy Insurance Mountain West specialists.

Medicare & Health

Insurance

From Medicare to individual & family health insurance, personalize your plan.

Wealth protection and Social Security optimization strategies to maximize retirement income - Legacy Insurance financial services.

Wealth & Income

Protect and maximize retirement savings income. Perfect Social Security strategies. Sharpen savings & eliminate debt.

Life insurance and estate planning solutions for family protection and wealth transfer - Legacy Insurance Mountain West.

Life Insurance

Protect your loved ones. Plan your estate. Leverage the unique characteristics of life insurance for personal or business planning.

Assisted care planning and long-term care insurance consulting to protect assets and independence - Legacy Insurance Mountain West

Assisted Care Planning

Get professional help planning for care at home or in assisted living. Protect assets, choice, dignity & relationships by planning ahead.

Medicare insurance enrollment assistance and supplemental health coverage plans for seniors - Legacy Insurance Mountain West specialists.

Medicare & Health

Insurance

From Medicare to individual & family health insurance, personalize your plan.

Wealth protection and Social Security optimization strategies to maximize retirement income - Legacy Insurance financial services.

Wealth & Income

Protect and maximize retirement savings income. Perfect Social Security strategies. Sharpen savings & eliminate debt.

Life insurance and estate planning solutions for family protection and wealth transfer - Legacy Insurance Mountain West.

Life Insurance

Protect your loved ones. Plan your estate. Leverage the unique characteristics of life insurance for personal or business planning.

Assisted care planning and long-term care insurance consulting to protect assets and independence - Legacy Insurance Northwest.

Assisted Care Planning

Get professional help planning for care at home or in assisted living. Protect assets, choice, dignity & relationships by planning ahead.

About Legacy Insurance and Financial Services

Experience the power of a premier Mountain West brokerage with the heart of a local agency. At Legacy, we specialize in comprehensive retirement strategies designed to protect your income and secure your future. Our network of licensed specialists provides personal, face-to-face advocacy for every stage of your journey. Explore our services below to see how we coordinate your health, wealth, and legacy for 2026 and beyond.

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Strategic Medicare Navigation. We help high-net-worth families integrate Medicare into their broader retirement and tax-efficiency plans. Download our 2026 Strategy Guide.

Strategic Guide to Medicare and Retirement Protection for High-Net-Worth Families in the Mountain West.

Specific to Medicare Plans, We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. We do offer coverage in most states, representing over 130 organizations which offer over 300 different plans throughout the United States. Contact one of our agents to learn more about what companies and plans we represent in your area.