Highlights women who are using experience, passion, and drive to pursue the next phase of life!
We work with You to coordinate your Legacy Building Team of Professionals!
Business Men and Women, Forward Planning.
Business Owners, Long-Range Goals.
Financial Products* selected with You in mind!
Consultative Approach & Workshops
The Financial Legacy Builders Transition Strategies to Financial Freedom.
A transition specialty firm, Financial Legacy Builders, LLC enables clients to manage change, leverage achievements, and transition to their definition of financial freedom. We work with tax-advantaged and asset protection vehicles to meet your requirements. Custom solutions are designed to meet individual goals, enhance client relationships, retain key employees, and maintain family harmony for future generations.