Jake Beaty Stonebridge Legacy Insurance Solutions

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Macon, GA
Jake Beaty Stonebridge Legacy Insurance Solutions

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Financial Professional/ Avid Fisherman/ Community Theatre Geek/ Lover of Music/ Adventurous Wanderer Legacy Always. I am not licensed in all jurisdictions.

Stonebridge Legacy Insurance Solutions is built on a simple philosophy: Protection First. I help families, professionals, business owners, and skilled tradespeople protect what they've worked hard to build through life insurance, long-term care solutions, retirement income protection, and legacy-focused insurance strategies. Most people build for growth first and manage risk later. I take a protection-first approach by helping clients address income, long-term care, and legacy risks before they become financial challenges. As an Agent licensed with New York Life Insurance Company and a Registered Representative offering securities through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company, I work with clients to identify protection-focused solutions tailored to their needs. Depending on the situation, insurance recommendations may include products from New York Life Insurance Company and other unaffiliated insurance carriers. Stonebridge Legacy Insurance Solutions is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither New York Life Insurance Company, NYLIFE Securities LLC, nor their agents provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making financial decisions. Any testimonial on this site is based on an individual's experience and may not be representative of other customers' experiences. Testimonials are not a guarantee of future performance or success. Stonebridge Legacy Insurance Solutions
Protection First. Legacy Always.

5400 Riverside Dr., Suite 102
Macon, GA 31210
(828) 606-2442 mobile

10/27/2026

Having your wishes documented can provide clarity for loved ones and help ensure important decisions are addressed. Yet research suggests many Americans still do not have key estate planning documents in place.

Even if you've created an estate plan, periodic reviews can help ensure it still reflects your goals and circumstances. Let’s connect if you'd like to discuss how estate planning fits into your broader financial strategy.

10/27/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

10/26/2026

Many retirement plans focus on income and investments, but healthcare and extended care expenses are often overlooked. These costs can have a meaningful impact on long-term financial security.

Planning ahead may help you prepare for future healthcare-related needs and provide greater confidence in retirement. Reach out if you’d like to discuss how extended care planning fits into your overall strategy.

10/23/2026

Four generations of family memories are legally invisible to Medicaid, and the moment a grandparent enters a nursing home, that beloved cabin can trigger a financial reckoning most families never saw coming.

10/22/2026

These common financial traps can potentially drain your budget and erode your wealth-building capabilities.

These common financial traps will drain your budget and erode your wealth-building capabilities.

10/20/2026

Is it time to add more federal income tax brackets? A new analysis says yes.

10/19/2026

The family vacation home could become a cause of conflict without a strategy for how it will pass to your heirs — and a conversation about who actually wants it.

The family vacation home could become a cause of conflict without a plan for how it will pass to your heirs — and a conversation about who actually wants it.

10/16/2026

Many Americans (60%) have spent money on something expensive they later regretted, and a majority with regrets have more than one, according to a new NerdWallet survey.

Address

5400 Riverside Drive Suite 102
Macon, GA
31210

Telephone

+18286062442

Website

http://www.newyorklife.com/agent/jbeaty

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