Book Your Complimentary Financial GPS Session
Let’s figure out where you are and map your path to freedom...
What's included in this FREE consultation?
Four Questions Report
Provides answers to the 4 most important financial questions:
1) Do you know what rate of return you need to earn on the money you have today to be able to live in the future like you live today, adjusted for inflation, without running out of money before your life expectancy?
2) Do you know how much you need to be saving on a monthly or annual basis to make sure you will have enough in the future for you to live like you live today adjusted for inflation?
3) Do you know how long you will have to work doing what you are doing now before you will be able to live on what you have accumulated and your money last to your life expectancy?
4) Do you know how much you will have to reduce your standard of living during retirement to keep your money from running out before your life expectancy?
Legacy Provider Blueprint
A proven framework to grow wealth tax-efficiently, create reliable retirement income, protect against market loss, and transfer your legacy with intention.
Legacy Provider Checklist
Use this checklist to ensure you have completed the steps needed to secure your retirement income so you have financial freedom for life.
Saving Vehicle Scorecard
Use this to analyze the benefits of various savings vehicles.
Financial Independence Book
Learn the 8 major risks that could derail your retirement.
Free Legacy Portal
We will give you a private portal for completing your essential legal documents (i.e. Will, Trust, Power of Attorney, Health Care Directive) and getting your estate information organized.
What Clients Are Saying...
"Before meeting Legacy Provider Group, I was worried about taxes and market losses. Now I have a clear income plan and more confidence than ever."
— Randy, Brentwood, CA
"Thanks for showing me how to increase my tax-free retirement income and protect my son and I in the event I get a critical illness."
— Dawn, Lakewood Ranch, FL
Headquarters:
San Diego & Los Cabos
Call:
858-775-8425
Email: [email protected]
Website: LegacyProviderGroup.com
