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Plantation, Florida · Serving families statewide

Helping Florida Families Build Financial Confidence

Meet with Alex Gonzalez and Michael Hagen for a complimentary financial consultation. Discuss your goals. Review your current financial picture. Receive personalized financial guidance.

  • Complimentary consultation
  • In person or virtual
  • Personalized guidance

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Meet with Alex Gonzalez and Michael Hagen — no cost, no obligation.

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About Florida Legacy Builders

Financial Education Starts With a Conversation

Florida Legacy Builders helps individuals and families make informed financial decisions through education, personalized guidance, and long-term relationships built on trust.

Based in Plantation, Florida, we work with households across Broward County, Fort Lauderdale, Miami-Dade County, Palm Beach County, and Gainesville. Every relationship begins the same way: a complimentary conversation about where you are today and where you would like to be.

There is no cost, no obligation, and no pressure. Our first responsibility is to make the numbers understandable, so that any decision you make is one you fully understand.

Our Process

Five clear steps, start to finish

You will always know what happens next. Here is exactly how a relationship with Florida Legacy Builders begins.

  1. Schedule

    Choose a time that works for you using our online scheduler. It takes about a minute.

  2. Meet

    Sit down with Alex and Michael in person in Plantation, Florida, or virtually from anywhere.

  3. Financial Needs Analysis

    We walk through your income, protection, savings, debt, and long-term goals together.

  4. Personalized Guidance

    You receive a clear summary of your current picture and the options available to you.

  5. Next Steps

    You decide what happens next, at your pace, with an ongoing relationship if you want one.

Areas of Focus

The financial topics we discuss

Consultations are educational. These are the subjects families most often want to understand better.

  • Financial Needs Analysis

    A complimentary, education-first review of where your finances stand today.

  • Income Protection

    Understanding how a family's income can be protected against the unexpected.

  • Retirement Planning

    Clarifying timelines, savings rates, and the income you may need later in life.

  • College Savings

    Education funding strategies for children and grandchildren.

  • Investment Education

    Plain-language explanations of risk, diversification, time horizon, and compounding.

  • Debt Solutions

    Structured approaches to reducing consumer debt and freeing monthly cash flow.

  • Identity Protection

    Practical safeguards for personal information and household credit.

  • Family Financial Planning

    Coordinating goals across a household so decisions support one another.

  • Small Business Considerations

    Financial topics that owners and self-employed professionals commonly face.

Meet the Team

Who you will be meeting

Alex Gonzalez and Michael Hagen personally conduct every complimentary consultation at Florida Legacy Builders.

Alex Gonzalez

Regional Vice President

Providing financial services since 2007.

Education

  • University of Florida
  • Bachelor's Degree, Decision and Information Science
  • 2002

Michael Hagen

Licensed Insurance Representative

Licensed in Florida. Additional state licenses pending.

Education

  • University of Florida
  • Warrington College of Business, Fisher School of Accounting
  • Expected Graduation: 2030

Kevin Lawrence

Client Relations Manager

Supports client communication and relationship management.

  • University of Florida, Bachelor's Degree with Honors, College of Journalism and Communications, 1991
  • Nova Southeastern University, Juris Doctor, 1994

Patty Gonzalez

Office Manager

Responsible for scheduling, client support, and office operations.

Corporate Strength

Backed by an organization built to last

The recognition below refers to the specifically named affiliated company and is presented exactly as supplied, with all trademarks, dates, and attributions intact.

Built on strength. Recognized for results. Seven consecutive years on the Fortune 1000 list reflects the enduring strength of Primerica. From Fortune Magazine, copyright 2026 Fortune Media IP Limited. All rights reserved. Used under license. Fortune is a registered trademark of Fortune Media IP Limited and is used under license. Fortune Magazine and Fortune Media (USA) Corporation are not affiliated with, and do not endorse products or services of, Primerica, Inc. As of June 3, 2026.
Primerica named USA Today America's Best Customer Service in Financial Services 2026. USAToday.com, USA Today - America's Best Customer Service in Financial Services 2026, March 24, 2026.

Industry Recognition

Independent recognition

  • TIME America's Best Financial Services 2026, in partnership with Statista

    TIME

    America's Best Financial Services, 2026

  • AM Best A+ Superior Financial Strength Rating

    AM Best

    A+ Superior Financial Strength Rating

  • Forbes 2022 America's Best Insurance Companies, powered by Statista

    Forbes

    America's Best Insurance Companies, 2022

  • Investor's Business Daily and MarketWatch Most Trusted Financial Companies 2022 seal

    Investor's Business Daily

    Most Trusted Financial Companies, 2022

Important: These recognitions refer to the specifically named affiliated company and not necessarily to Florida Legacy Builders or its individual representatives. Nothing here implies an endorsement, recommendation, or guarantee of results. All trademarks, attributions, dates, and legal language appear as supplied by the issuing organizations.

Scheduling

Schedule Your Complimentary Consultation

Choose a time that works for you. Appointments are available in person at our Plantation office or virtually anywhere in Florida, and typically last 45 to 60 minutes.

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Frequently Asked Questions

What to expect

Straight answers to the questions we hear most often before a first meeting.

Contact

Reach Florida Legacy Builders

Send a message

Please do not include account numbers, Social Security numbers, or other confidential information.

Take the First Step Toward Greater Financial Clarity

Meet with Alex Gonzalez and Michael Hagen. Complimentary, in person or virtual.