Own Your Future.

Which Financial Goals Can We Help You Achieve?

We educate and empower people to take control of their financial future.

Professional Careers

Start your own business with the backing of an experienced leadership team and a proven system for success.

Estate Planning

Plan now for how you want your legacy to be handled and how you want your family to be taken care of.

Retirement Planning

Secure your financial future with effective and personalized retirement planning strategies tailored to your unique needs.

High Net Worth Estate Planning

Preserve and transfer your wealth seamlessly with our estate planning strategies, including ILITs, to minimize taxes.

Delivering Wealth, Pride, and Peace of Mind

We are a family-driven firm built on trust and integrity. We help individuals and families take charge of their finances to create wealth, feel proud of their achievements, and gain peace of mind.

Our goal is simple:

Educate you about your financial options
Empower you to create, grow, and protect your wealth
Help you build a legacy for future generations

Every financial journey is unique. We listen to what matters most to you and create personalized strategies that give you confidence and control over your future.

Are you ready to take control of your financial future?
Schedule your free consultation today!

Nanda Sringari & Tara Sringari

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Our Financial Strategy Process

Our process creates a personalized financial plan tailored to your goals:

Ready to start?

There is no better time to start than now. Take control of your future—schedule your free consultation today!

Schedule a Meeting

In this initial phase, we’ll take the time to get to know you—your financial situation, goals, and any challenges you may be facing. This step is all about understanding your aspirations, your concerns, and where you see yourself in the future.

Discovery

Once we have all the necessary information, we will develop a comprehensive financial strategy to meet your goals. This plan will outline the retirement, long-term care, and legacy transfer strategies needed to achieve your objectives.

Planning

With a clear plan in place, it’s time to take action. During this phase, we’ll begin executing our outlined financial strategies. We will help you navigate the available financial products and solutions, ensuring every decision aligns with your long-term goals.

Implementation

Your financial strategy is not a one-time event—it’s a living, evolving strategy. Regular reviews are essential to ensure your plan stays on track as your life changes. We’ll schedule ongoing check-ins to monitor your progress.

Review

We offer a wide range of products and services through a network of independent affiliates. We do not provide accounting, legal, or tax advice. This is not a solicitation to sell any investment or insurance product and is for informational purposes only. Insurance products are offered through Hegemon Financial Group, LLC (HFG), in states where HFG, Legacy Builder Financial Services (LBFS), and other licensed agents are authorized to conduct business.