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We practice what we preach

LEGACY BUILDER

Legacy Builder Financial Services was established to provide trusted solutions for individuals and organizations seeking to achieve their retirement, long-term care, and legacy transfer goals with pride and peace of mind. We strive to deliver extraordinary results by focusing on personalized financial strategies that meet our clients' needs.

We Help People

MAKE

MONEY

SAVE

MONEY

GROW

MONEY

PROTECT

MONEY

Connecting Dots

Our Mission is to Empower

66%

US adults cannot pass a basic financial literacy test.

50%

US families do not have proper income protection.

68%

US adults do not have a will or trust, leaving their loved ones at risk of financial and legal complications.

48%

US adults do not have any retirement savings plan in place.

At Legacy Builder, we are more than a financial services company—we are a people-first organization with a mission to create wealth for families and empower them with knowledge to secure their financial future. Our vision is clear: lead a financial revolution in North America by tackling the root causes that prevent families from achieving financial stability and prosperity.

 

We believe the greatest challenge to financial security isn't a lack of opportunity but rather a lack of financial literacy, awareness of essential financial tools, and strategic estate planning.

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We are here to solve these problems by addressing the alarming realities many families face today.

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We emphasize the importance of:

  • Estate planning: Creating wills and trusts to protect your family.

  • Life insurance with living benefits: Ensuring your family’s financial stability.

  • Tax-advantaged strategies: Maximizing wealth growth and retention.

  • Wealth education for heirs: Preparing younger generations to manage and grow wealth responsibly.

  • Defining your family mission: Aligning your wealth with your values to create a lasting legacy.

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Strategic Partners

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