Strategic Vision for Your Financial Growth

Financial Products* selected with You in mind!


Financial Legacy Builders is committed to providing individuals, families, and businesses with financial products* and services that meet their needs including:
  • Strategic and Tactical Financial Planning 
  • Investment Strategies 
  • Risk Management 
        →  Life Insurance
        →  Annuities
        →  Long Term Care Insurance 
  • Personal and Business Transition 
  • Business Succession Planning 
  • Qualified & Non Qualified  Compensation Strategies 
  • Income and Estate Tax Planning Strategies 
 * Financial Products provided by various insurance companies and investment firms (dependent upon authorization and availability).  Trusts and other financial products/services provided through partnership with leading professionals in their respective fields.