Nurse Financial strategist

Nurse Financial strategist Wealth Strategist & Registered Nurse helping medical professionals and high earners save more, pay less in taxes, protect assets, and grow lasting wealth.

Specialized in Medicare, retirement, long-term care, and legacy planning.

06/26/2026

Did you know that nearly 70% of adults turning age 65 will need some form of long-term care during their lifetime?

Yet many families never create a plan for how that care will be paid for.

As a Registered Nurse, I've witnessed families lose retirement savings, home equity, and precious time with loved ones—not because they didn't work hard, but because there was no plan in place before the crisis.

If your parents don't have a plan... you become the plan.

Prevention is better than cure—not just in health, but in wealth.

One day, you'll care for someone... or someone will care for you.

The question isn't if. The question is: Will you and your family be prepared?

If you're ready to build a strategy that helps protect your health, wealth, and legacy, schedule your Wealth Strategy Session through the link in my bio.

– Lakeisha Small, RN
America's Nurse Financial Strategist 💚

06/24/2026

🚨 Most people plan for death.

Very few plan for incapacity.

As a Registered Nurse, I've seen families spend years preparing for retirement, yet never prepare for the possibility that a spouse could become unable to make medical or financial decisions.

What happens if your spouse survives a stroke...

But can't speak?

Can't sign documents?

Can't manage finances?

Can't communicate their wishes?

Would you automatically be able to step in?

Many families are surprised by that answer.

The question isn't whether life will happen.

The question is:

**Will your family have a plan when it does?**

💚 Because prevention is better than cure—in health and in wealth.

📋 Do you have a:
✅ Power of Attorney
✅ Healthcare Proxy
✅ Updated Beneficiaries
✅ Estate Plan

👇 Comment "PLAN" if you're ready to start the conversation.

Lakeisha Small, RN
Nurse Financial Strategist

06/24/2026

💚 This is why I do what I do.

Last year, we visited this school for Career Day and introduced the students to financial literacy through the book **"How Money Works: Stop Being a Sucker."**

Today, one of those students found us.

She told us she read the entire book... and loved it.

That moment reminded me that you never know whose life you're impacting when you take the time to teach.

Financial literacy isn't just about dollars and cents.

It's about confidence.

It's about choices.

It's about giving our children knowledge that many of us never received.

If each one of us commits to teaching just one child, imagine the future we could build together.

**One child. One lesson. One generation at a time.** 💚

06/20/2026

💚 Walking in purpose.

This wasn't about selling.

It wasn't about closing a deal.

It was about showing up for my community and pouring into our future.

As a Registered Nurse turned Nurse Financial Strategist, I believe education is one of the greatest gifts we can give. When we teach our children and families about money, health, and legacy, we don't just change one life—we change generations.

God didn't give me this calling to keep it to myself.

He gave it to me to serve.

Thank you to everyone who continues to open doors for me to educate, inspire, and make an impact.

This is only the beginning. 🙏🏾💚

"To whom much is given, much is required." – Luke 12:48

Exciting News! 🎉I am honored to announce that Legacy Health & Wealth Solutions LLC is now officially Nassau County Certi...
06/18/2026

Exciting News! 🎉

I am honored to announce that Legacy Health & Wealth Solutions LLC is now officially Nassau County Certified as a Minority/Women-Owned Business Enterprise (MWBE)!

This certification represents more than a milestone—it reflects my commitment to serving our community with integrity, education, and purpose.

As a Registered Nurse, Nurse Financial Strategist, and business owner, my mission has always been to help individuals, families, healthcare professionals, and business owners build healthier financial futures and lasting legacies.

I believe one of the most impactful business partners for a purpose-driven company is government. Working alongside government agencies allows businesses like mine to expand community outreach, deliver meaningful education, provide CPR training, support financial literacy, and create solutions that improve lives.

I look forward to collaborating with Nassau County, municipalities, schools, healthcare organizations, nonprofits, and other community partners to make a lasting impact.

Thank you to everyone who has supported this journey. This is just the beginning!

Lakeisha Small, RN
Founder & CEO
Legacy Health & Wealth Solutions LLC
Nassau County Certified MWBE

💚 I AM THE FAMILY OFFICE.The wealthiest families have a Family Office—a team of trusted professionals dedicated to prote...
06/18/2026

💚 I AM THE FAMILY OFFICE.

The wealthiest families have a Family Office—a team of trusted professionals dedicated to protecting their wealth, minimizing taxes, planning for the future, and preserving their legacy.

But what about everyone else?

That's where I come in.

As a Registered Nurse and Nurse Financial Strategist, my mission is to become the trusted advisor families turn to when life happens.

Whether you're building wealth, preparing for retirement, protecting your loved ones, planning your estate, growing your business, or navigating Medicare, you deserve a strategy—not guesswork.

I don't just help you make financial decisions.

✨ I help you protect your health.
✨ I help you protect your wealth.
✨ I help you protect your legacy.

Because every family deserves the guidance that was once reserved only for the wealthy.

I am the Family Office.

If you're ready to build a plan that protects your family today and for generations to come, let's connect.

📅 Schedule your complimentary discovery call.
🌐 NurseFinancialStrategist.net
📞 516-425-1081

💚 Your Health. Your Wealth. Your Legacy. Our Purpose.

06/16/2026

🩺 **Question of the Week**

**True or False?**

**Medicare will pay for long-term nursing home care if I ever need it.**

🅰️ True

🅱️ False

👇 Comment your answer below before scrolling.

💚 As a Nurse Financial Strategist, I can tell you this is one of the biggest retirement myths I hear every week.

Financial literacy could save your retirement.

🏥💚

Most people spend more time planning vacations than planning retirement, long-term care, or their legacy. This book was ...
06/12/2026

Most people spend more time planning vacations than planning retirement, long-term care, or their legacy. This book was written to change that.

💚 Knowledge is an asset.
📚 Prescribe Yourself Wealth

🚨 FREE VIRTUAL MASTERCLASS 🚨💰 THE WEALTH PRESCRIPTION:7 Financial Mistakes That Cost Families ThousandsMost families are...
06/12/2026

🚨 FREE VIRTUAL MASTERCLASS 🚨

💰 THE WEALTH PRESCRIPTION:
7 Financial Mistakes That Cost Families Thousands

Most families are one unexpected illness, job loss, retirement mistake, or financial setback away from a crisis.

As a Registered Nurse and Financial Strategist, I've seen firsthand how a lack of planning can impact a family's health, finances, and future. That's why I'm hosting this FREE virtual masterclass to help individuals, families, and business owners avoid costly financial mistakes and create a plan for the future.

During this masterclass, you'll learn:

✔️ Why Medicare doesn't pay for long-term care
✔️ The retirement tax trap most families miss
✔️ How to protect your income before a crisis happens
✔️ Estate planning mistakes that create family conflict
✔️ The hidden cost of waiting to plan
✔️ Why working harder isn't always the answer
✔️ How to build a legacy that lasts

📅 Thursday, July 16, 2026
🕖 7:00 PM EST
💻 Virtual Event

⚠️ Space is limited and registration is required.

🎯 BONUS: Attendees will have an opportunity to schedule a private strategy session to discuss their personal financial goals and concerns.

👉 Click the LINK IN MY BIO to reserve your seat today.

Don't wait until a crisis forces you to create a plan. Your family deserves more than hope—they deserve a strategy.

Lakeisha Small, RN
Nurse Financial Strategist
Legacy Health & Wealth Solutions LLC

📞 516-425-1081
🌐 [www.nursefinancialstrategist.net](http://www.nursefinancialstrategist.net)















I am the Family Office.As a Nurse Financial Strategist, I help healthcare professionals, business owners, and families c...
06/12/2026

I am the Family Office.

As a Nurse Financial Strategist, I help healthcare professionals, business owners, and families connect the dots between health, wealth, and legacy.

My role isn't just about money.

It's about helping families prepare for life's biggest financial and healthcare decisions before a crisis happens.

✔ Retirement Planning
✔ Long-Term Care Planning
✔ Asset Protection
✔ Estate Planning
✔ Legacy Planning

Because true wealth isn't what you earn.

It's what you're able to protect, grow, and pass on.

✨ Clarity Today. Confidence Tomorrow. Legacy Forever.

🌐 NurseFinancialStrategist.net

💚🏥📊

Address

405 RXR Plaza
Uniondale, NY
11556

Opening Hours

Monday 10am - 5pm
Tuesday 10am - 5pm
Wednesday 10am - 5pm
Thursday 10am - 5pm
Friday 10am - 5pm
Saturday 12pm - 3pm

Telephone

+15164251081

Website

Alerts

Be the first to know and let us send you an email when Nurse Financial strategist posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Nurse Financial strategist:

Shortcuts

Share

Category