Building Legacy & Financial Security

We provide personalized financial strategies to help all families protect their hard earned assets and grow long-term wealth.

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Who We Are

We are licensed professionals helping all families prosper with affordable solutions, focusing on estate planning, life insurance, and tax-free growth strategies.

Our Expertise

Estate Planning

Ensure your assets reach the next generation without probate delays.

  • Last Will & Revocable Living Trusts
  • Financial Power of Attorney
  • Spouse Plan & Notary Included

Life Insurance with Living Benefits

Life insurance that pays you while you are alive if you face illness.

  • Chronic & Critical Illness Coverage
  • Terminal Illness Support
  • Detailed Financial Need Analysis

Tax Savings & Retirement

Retirement planning with downmarket protection and tax-free strategies.

  • 401(k) Optimization & Roth IRAs
  • FSA, HSA & 529 Education Plans
  • Guaranteed Return Annuities

Health Insurance

Identifying best ACA plans during open enrollment (Nov 15-Jan 15).

  • Premium Tax Credit eligibility support
  • On-exchange & Off-exchange plans
  • Indemnity plans for fixed benefits
  • $50/month plans when you have 2 kids with < $90K annual income

Business Opportunity

A million-dollar business opportunity for dreamers who are coachable.

  • Very low startup costs
  • Proven systems for success
  • Test ride our business model

Mortgage Protection

Keep your family in their home regardless of life's challenges.

  • Income replacement strategies
  • Debt & Mortgage balance analysis
  • Affordable premium planning
  • Chronic, critical, & terminal illness reimbursement

The 5-Step Process

01. Discovery

A no-obligation chat to understand your specific financial dreams and analyze current debt/mortgage needs.

02. Financial Analysis

Perform a detailed financial need analysis based on your current debt, income, mortgage balance and kids education needs.

03. Strategy

Designing the roadmap for tax-free retirement and wise life insurance usage based on your specific needs.

04. Launch

Implementation through our top-rated providers and submitting necessary insurance applications.

05. Future Proof

Regular and continuous support to ensure you stay aligned with your specific financial goals as life evolves.

Get In Touch

Ready to start your journey? Contact us today for a complimentary finance session.


Contact Us:

+1 (689) 207-8426

ReachBuildMyLegacy@gmail.com

Orlando, Florida