"I Already Have an Accountant."
Great! We encourage you to bring them to the call. We work with your CPA, applying hands-on strategies that their teams don't deploy.
What We Offer
Explore Services Shaping Your Tomorrow: Plan, Protect, and Prosper with Us
Asset Protection
Shield your wealth from lawsuits, creditors, and volatility.
Tax-Free Growth
Watch your investments grow without worrying about capital gains or income tax erosion.
Multi-Generational Planning
Ensure your wealth benefits not just your children, but your great-grandchildren.
Charitable Impact
Integrate giving into your wealth strategy to amplify the mission that matters to you.
Ready to Start Defending Your Legacy?
Let us show you how to keep more of what you've built, while giving back.
Testimonials
Jasmine Richards
Legacy Life's financial and estate planning are top-notch. They prioritize my goals, and the process was smoother than I ever anticipated. Highly recommend!
Brian Tilton
Tried several planners before, but Legacy Life really delivered with their retirement and estate planning. Seamless, structured, and practical - I’m actually feeling prepared for the future.
Tom Krazinski
I already had an accountant who I thought was doing everything possible to protect my assets, but these guys [Legacy Life] were able to put in the leg work for strategies my CPA couldn't offer. The two teams working together really ensured I got the most.
FAQs
What makes Legacy Life different from other financial planning services?
Unlike your CPA, Legacy Life deploys hands-on strategies
How do I know which services I need from Legacy Life?
During your initial consultation, we will assess your financial health and discuss your goals to recommend the best services for you.
Is retirement planning necessary at any age
Yes, retirement planning is crucial regardless of your age. Early planning can significantly impact the growth of your retirement funds and provide more flexibility and options as you age. It's never too early to start preparing for a secure future.
What should I bring to my first financial planning meeting?
Please bring any relevant financial documents such as your ID, recent bank statements, insurance policies, investment accounts, real estate documentation, and any debts or liabilities.
How often should my financial plan be reviewed?
We recommend reviewing your financial plan at least annually or after any significant life event.
Are there any extra costs with certain financial plans or consultations?
All potential fees and costs will be clearly outlined during your initial consultation.
