Welcome To
Legacy Builders Wealth Management
A successful retirement you’ve always desired requires a Multi-Dimensional approach.
That’s why Legacy Builders Wealth Management was formed. We combine BOTH an Independent, as well as a Fiduciary planning model to give you the utmost confidence knowing that:
#1. We carry ALL Financial and Insurance companies that are competitive. (Over 75 different multi-billion dollar financial institutions and 1200 products). This allows us to tailor-make the perfect plan to fit each one of our client’s diverse needs and desires.
#2. We are a Fiduciary Firm which means we legally have to present you with the best option for your needs and desires. Everything we do is in our client’s best interests. With representing all of the Top Rated Financial and Insurance companies, our clients have the confidence that they are getting the best products available nationwide.
At Legacy Builders Wealth Management, we put ourselves in your shoes, leveraging our advanced knowledge of Safe-Retirement strategies, we then customize the perfect plan that is dependable for life.
At Legacy Builder’s Wealth Management we understand that something as important as your hard-earned Retirement Savings, requires making an informed decision on YOUR terms. One step at a time.
That is why our first visit is called the “Relationship Sit-Down”.
Our goal is personally sit down with you to then listen and discover what is most important to YOU regarding your Retirement Savings. Nothing more.
Once this relational level of understanding is achieved, from there, we then work with you towards EDUCATING on how to achieve YOUR financial desires at YOUR pace.
At Legacy Builders Wealth Management we don’t believe in losing a penny of our client’s hard earned money. In fact, to date, we have not lost one cent of our 5,000 clients retirement savings.
We believe that with the revolution of “hybrid contractual products”, our clients no longer need to risk losing money just to enjoy some growth in the market.
When the market goes up, your money goes up. When the market goes down, you don’t lose one penny. GUARANTEED!