Legacy Guide

Teresa brings over 20 years of experience in retirement and estate planning, helping individuals and families navigate Medicare, asset protection, and legacy planning. A licensed insurance agent representing top-rated providers, Teresa provides personalized guidance with a focus on clarity and client success. She is also actively involved with community organizations like LEARNIdaho.org and My Care Companions, connecting clients with resources and trusted professionals to make planning approachable and stress-free.

~ Teresa McCully

Meet Your Expert

Teresa McCully

Asset Protector, Associate Estate Planner, Licensed Insurance Agent

Teresa grew up passionate about helping others and now calls Idaho home. She has dedicated over 20 years to guiding families through retirement, Medicare, and estate planning.

With extensive experience as a licensed insurance agent, Teresa offers personalized strategies to protect assets and secure legacies. She also partners with community organizations to provide educational resources and support, making the planning process clear, approachable, and stress-free for her clients.