Our Services

get the best retirement financial and tax planning services like our other clients gets

Our Clients Get ...

Protection

Ensure your Retirement Savings are PROTECTED from market volatility.

Planning

Ensure the income needed during retirement WILL NOT RUN OUT, no matter how long you live.

Preparation

Ensure you’re PREPARED financially in the unfortunate event of a Critical, Chronic, or Terminal Illness.

Preservation

Ensure the money you do not use during your lifespan passes to your loved-ones TAX-FREE, and PROBATE-FREE.

Profitablity

Ensure you pay the LOWEST amount in taxes possible on your Retirement Savings.

How We Can Help

Legacy Builders Wealth Management is a national financial services company that specializes in insurance solutions that help our clients create guaranteed income strategies, help reduce taxes and create income you can never outlive.

Our Guarantees

With thousands happy clients across the nation, Legacy Builders Wealth Management knows what retirees, and pre-retirees want. They want GUARANTEES!

GUARANTEES to never outlive your money.
GUARANTEES to never pay another advisor fee.
GUARANTEES to never lose money in the market due to a market downturn.
GUARANTEES to pass on a death benefit to your loved ones.
GUARANTEES to pay the lowest amount of taxes.
GUARANTEES to experience true financial peace of mind.
GUARANTEES to have your long term care coverage included in your retirement.

At the end of the day, what is important to you? Like our existing happy clients, are you looking for GUARANTEES also?

Reach out to one of our experts today!