Life and Legacy Advisors

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Life and Legacy Advisors Investment Services, Retirement, Income and Estate Planning. Asset allocation, Stocks, No-Load Mutual Funds, Fixed and Indexed Annuities, Life Insurance.

Great turnout for the Ankeny Senior Expo!! Thanks for stopping by!!
10/14/2026

Great turnout for the Ankeny Senior Expo!! Thanks for stopping by!!

✨ Thank You for Celebrating 20 Years With Us! ✨A heartfelt thank you to everyone who joined us last week to celebrate th...
09/17/2026

✨ Thank You for Celebrating 20 Years With Us! ✨

A heartfelt thank you to everyone who joined us last week to celebrate the 20th Anniversary of Life & Legacy Advisors!

It was wonderful to celebrate with so many clients, friends, family, colleagues, and community partners who have been part of our journey.

I’m incredibly grateful for your friendship, referrals, and the trust you’ve placed in me over the years. You are the reason we had something so special to celebrate! 💙

Here’s to More Living Ahead! 🥂

JOIN US!  Just 2 days away, Sept. 10th 4-6:00 PM Open House Celebrating 20 years of Life & Legacy Advisors!  Please stop...
09/08/2026

JOIN US! Just 2 days away, Sept. 10th 4-6:00 PM Open House Celebrating 20 years of Life & Legacy Advisors! Please stop by and say HELLO!

To my family, friends, clients, colleagues—past and present—you’re invited! 🥂

Please join me for an Open House as we celebrate 20 years of Life & Legacy Advisors!

It has been quite a journey building a business where the work is both challenging and meaningful—and where I can genuinely say that I love the work I do and the people I serve.

I’m incredibly grateful for the clients, colleagues, friends and family who have supported me, encouraged me, referred others to me, and been part of Life & Legacy’s story over the past 20 years. I certainly didn’t get here alone!

So come celebrate with us! We’ll have light refreshments, good company, camaraderie and door prizes—and most importantly, a chance for me to say thank you.

Thursday, September 10 | 4–6 PM
Life & Legacy Advisors
Law Group of Iowa Entrance
7900 Hickman Rd., Suite 200A, Windsor Heights

I would love to see you there! 💛
— Vicki

Celebrating 20 years of guidance, gratitude & helping people plan with confidence.

To my family, friends, clients, colleagues—past and present—you’re invited!  🥂Please join me for an Open House as we cel...
08/28/2026

To my family, friends, clients, colleagues—past and present—you’re invited! 🥂

Please join me for an Open House as we celebrate 20 years of Life & Legacy Advisors!

It has been quite a journey building a business where the work is both challenging and meaningful—and where I can genuinely say that I love the work I do and the people I serve.

I’m incredibly grateful for the clients, colleagues, friends and family who have supported me, encouraged me, referred others to me, and been part of Life & Legacy’s story over the past 20 years. I certainly didn’t get here alone!

So come celebrate with us! We’ll have light refreshments, good company, camaraderie and door prizes—and most importantly, a chance for me to say thank you.

Thursday, September 10 | 4–6 PM
Life & Legacy Advisors
Law Group of Iowa Entrance
7900 Hickman Rd., Suite 200A, Windsor Heights

I would love to see you there! 💛
— Vicki

Celebrating 20 years of guidance, gratitude & helping people plan with confidence.

08/06/2026
Join us at Bishop Drum Retirement Center where Vicki Monaco addresses planning and paying for your next level of care.  ...
06/12/2026

Join us at Bishop Drum Retirement Center where Vicki Monaco addresses planning and paying for your next level of care. Friday, June 19th at 3:00 PM.

05/22/2026

Another great opportunity! Life and Legacy Advisors is hosting our June Lunch & Learn. We'll discuss practical ways to enjoy retirement while staying confident in your finances, including avoiding common money mistakes, and planning for rising costs and healthcare. Come for the strategies, stay for the peace of mind (and lunch) and keep doing what you love, without financial stress.

It's not too late to register!!  Join us on Thurs, May 21st at 6 PM!  RSVP by email: vicki@lifeandlegacyadvisors.com or ...
05/19/2026

It's not too late to register!! Join us on Thurs, May 21st at 6 PM! RSVP by email: [email protected] or call (515) 309-2985

A new chapter deserves a confident plan.I’m excited to share my latest article in SeniorView magazine: “Your Next Chapte...
04/16/2026

A new chapter deserves a confident plan.

I’m excited to share my latest article in SeniorView magazine: “Your Next Chapter: Financial Confidence for Women 55+.”

If you’re thinking about retirement—or already there—this piece is designed to help you better understand your options, avoid common pitfalls, and feel more in control of your financial future.

And if you’d like to take the next step, join us for our upcoming event:

Call or message Vicki Monaco to reserve your seat!
--- May 23rd - 6:00 PM
--- Law Group of Iowa, 7900 Hickman Rd., Suite 200, Windsor Heights, IA

Hosted by Vicki Monaco, Life & Legacy Advisors; Ann M Hartz, CPA and Associates & Paula Carlson, Attorney-Law Group of Iowa

This is a welcoming, educational workshop where we’ll cover income planning, protecting what you’ve built, tax considerations and making confident decisions for the years ahead.

Bring a friend—this is a conversation every woman should have.

📞 Call (515) 309-2985 or email [email protected] if you have any questions or to reserve your seat!

04/07/2026

Address

Urbandale, IA
50322

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