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Insurance and Legacy Solutions
Think about it: when you’re gone, you want your family to live—not stress over money, medical bills, or decisions that you should have made while you were still here.When my dad passed away, I was forced into a role I never expected. I became the caregiver for my mother and had to step into roles I wasn’t ready for. Sure, we had life insurance, but we had no plan. No clear direction for how to move forward. That’s when I realized: Legacy planning is a living process. It’s not just about what you leave behind; it’s about making sure your loved ones are taken care of while you’re still here to give them options.
— Melissa West
A comprehensive approach to building and protecting your family's legacy through these five essential elements.
Define your personal mission statement and core values to guide your legacy decisions.
Prioritize physical, mental, and spiritual health as the foundation of a strong legacy.
Establish proper insurance, savings, and estate documents to protect your family's future.
Have meaningful discussions with loved ones about wishes, values, and plans.
Create a lasting impact through generational wealth, knowledge transfer, and purposeful living.
Hey hey 👋🏽,I’m Melissa Lee West, and I’m here to help you build, protect, and enjoy the legacy you deserve. I didn’t always know that this was my calling, but my journey has shown me how deeply important legacy planning is. I’m not just talking about life insurance or financial planning. I’m talking about the legacy you get to live and enjoy today, and the plan you put in place so your loved ones have peace of mind when life throws the unexpected your way.
After his passing, I became my father’s "who"—his voice in his absence. I had to step into a role I was unprepared for, making decisions for my family during one of the hardest moments in our lives. That’s when I realized: someone needs to be the voice for the legacy plan, even in the most challenging moments. Who will be your "who"? Who will be your voice when it matters most?
This is why I am dedicated to empowering and equipping individuals, families, and churches with the resources they need to create a legacy plan that gives them options, expresses their wishes, and takes the pressure off during one of the most difficult moments we face—the loss of a family member. I founded Fit for Legacy® to make sure you don’t have to do it alone. Let’s create a plan today that will give your loved ones the peace of mind they need when it matters most.
Our Services are designed for breadwinners, business leaders, and wealth builders who understand the importance of having a plan for their investments, assets, responsibilities, and dreams.
Our families want to align their values, goals, and financial strategies, and work as a unified unit to create lasting wealth.
Are you a family with multiple generations who want to share wealth while ensuring each member has the financial knowledge to continue the legacy? If so, you are fit for legacy!
Individuals who work with us want to define success beyond just their career and create a lasting legacy that reflects their values and achievements.
Are you a professional who’s been successful in their career and wants to start creating a personal legacy that involves more than just financial success—maybe it’s about community service, entrepreneurship, or giving back. If so, you are fit for legacy!
Community leaders and entrepreneur who seek out our services have the vision to create an impact beyond their personal or family legacy? Our services provide the tools to start making a multi-generational impact in your community, business, or industry.
Are you a entrepreneur who wants to use their business to not only create wealth for their family but also empower others, leaving a legacy of opportunity and financial independence for their community.
Schedule a complimentary 30-minute consultation to discuss your legacy goals and discover how we can help you create a plan that aligns with your values.
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Fit for Legacy®, Legacy in the Box® and A Letter for the Living™ are trademarks of Fit for Legacy Holdings or its affiliated entities.