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We provide our clients with retirement income strategies that they will never outlive!

No Cost or Obligation Report

“What, When, Who, How? The Social Security Decisions”

Learn about strategies to use that may increase your benefits.

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Legacy Wealth Partners proudly serves the Baton Rouge area.

Legacy Wealth Partners has been working with friends and neighbors throughout the greater Baton Rouge area to help meet their financial goals through the use of insurance and investment products. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your trust by thoroughly understanding your goals and dreams and helping you feel confident in your financial strategies.

With Legacy Wealth Partners, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.

Contact us at (225) 293-9283 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.
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Since entering the financial advisory arena, Jason Doise has helped clients achieve dreams they never thought would be possible.
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Jason Inman joined LWP as a partner in 2006 and he has over 15 years of successful experience as a financial advisor focused on helping clients accumulate wealth in tax efficient manners.
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Why We’re Different

CUSTOM FIT Strategies


personalized financial approach

Legacy Wealth Partners has representatives who are licensed and authorized to conduct life insurance business in AL, LA, and VA. Legacy Wealth Partners also has representatives who are licensed and authorized to conduct securities related business in AL, CO, LA, MS, PA, and TN. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.

Registered Representative of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor, 4750 Sherwood Common Blvd Suite 200 Baton Rouge, LA. 70816, 225-293-9283. Insurance Representative of American United Life Insurance Company® (AUL) and other insurance companies. Legacy Wealth Partners is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor. 4750 Sherwood Common Blvd. Suite 200 Baton Rouge, LA. 70816 225-293-9283.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

Neither OneAmerica Securities, AUL, Legacy Wealth Partners, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.

Guarantees are subject to the claims paying ability of the issuing insurance company.