Protect What Matters Most and Build the Legacy You Deserve

You’ve worked hard for what you have—let’s make sure you can enjoy it today and pass it down with confidence. I’m here to help you create a legacy plan that protects your family, grows your wealth, and ensures your values live on for generations.

Our Legacy Planning Services

Legacy Consultation

1 Hour 15 Minutes

$500

This 1-on-1 consultation is your starting point. We'll sit down together, get clear on your goals, and map out a simple, actionable plan to protect what you've worked so hard for. Whether it's safeguarding your family's future or starting your wealth-building journey, I'll make it clear and doable.

Legacy Strategy Session

VIP Family Experience

$1500

A personalized, family-centered experience. Together, we'll design a legacy plan that covers financial protection, family vision, and values. Includes a catered meal and educational presentation. Perfect for multi-generational planning.

Quarterly

Membership

Quarterly Membership

$197 per quarter

Legacy planning is a journey—not a one-time event. This membership includes quarterly check-ins, updates, and strategy sessions. Stay on track with your goals while getting continued access to workshops, Q&As, and powerful tools.

Specialty Insurance Services

Life insurance isn't just a piece of paper—it's a tool to help you build and protect your legacy. I specialize in the types of insurance that will give you peace of mind while creating lasting wealth for your loved ones.

Term Life Insurance

Simple, affordable coverage for when your family needs it most. Ideal for income replacement, mortgage protection, and everyday peace of mind.

Whole Life Insurance

We develop a customized strategy that addresses your specific needs, incorporating insurance, planning, and legacy documentation.

Key Person Insurance

Business protection for entrepreneurs and executives. Safeguard your company against the loss of a crucial team member with financial stability built-in.

Are you Fit for Legacy?

Our Services are designed for breadwinners, business leaders, and wealth builders who understand the importance of having a plan for their investments, assets, responsibilities, and dreams.

Families Who Want to Build a Legacy Together

Our families want to align their values, goals, and financial strategies, and work as a unified unit to create lasting wealth.

Are you a family with multiple generations who want to share wealth while ensuring each member has the financial knowledge to continue the legacy? If so, you are fit for legacy!

Professionals Looking to Build a Personal Legacy

Individuals who work with us want to define success beyond just their career and create a lasting legacy that reflects their values and achievements.

Are you a professional who’s been successful in their career and wants to start creating a personal legacy that involves more than just financial success—maybe it’s about community service, entrepreneurship, or giving back. If so, you are fit for legacy!

Leaders and Entrepreneurs Who Want to Build a Community Legacy

Community leaders and entrepreneur who seek out our services have the vision to create an impact beyond their personal or family legacy? Our services provide the tools to start making a multi-generational impact in your community, business, or industry.

Are you a entrepreneur who wants to use their business to not only create wealth for their family but also empower others, leaving a legacy of opportunity and financial independence for their community.