Secure Your Legacy.
Maximize Your Wealth for Generations.
With Tailored Insurance Coverage, Comprehensive Financial Planning, and Expert Tax Strategies
We help individuals like you secure the coverage, protection, and retirement you deserve.
Our tax strategies are modeled after those championed by lobbyists, granting you access to the same advantageous techniques favored by the wealthy.
Individual & Family Services
Health | Life | Financial Planning/Coaching | Estate Planning
Business Services
Tax Strategy | Taxes, Bookkeeping and Payroll| Financial Planning | Estate Planning | Group Insurance
Our clients all benefit from…
Personalization
Tailor-made plans that consider your individual goals and situations. This means an optimized plan to secure your future, generate wealth, and meet your short and long-term goals.
Confidentiality & Privacy
Client’s financial information will be handled with the utmost confidentiality. We will treat your information as if its were our own. You can trust us with your sensitive information.
Certified Experience Professionals
Clients get expert advice from qualified professionals. This ensures top-tier service and trusted advice grounded in the latest industry insights.
The Legacy Gen Blueprint:
Your path to peace of mind...
Step 1: Book Your Free Consultation
We’ll connect virtually or by phone to assess your needs, and get all your questions answered.
Step 2: Review and Plan
We will review your situation and any necessary documents to determine the best plan, and we’ll work together to execute it.
Step 3: Breathe
Relax knowing you are fully covered, whether in your health, life, or finances.
What’s included:
Comprehensive Health & Life Insurance Consulting
Detailed guidance on a range of policies from top providers. An aid in decision making for coverages that meets your needs and budget.
Personalized Financial Planning
Get a tailor-made financial strategy that meets your financial goals. This ensures an optimized plan to generate wealth, secure your future, and meet your short- and long-term goals.
Assistance with Group Insurance for Businesses
Provide competitive benefits to your employees. This helps you attract and retain qualified staff which can enhance your business.
Expert Estate Planning
Timely estate planning ensures that your assets will be properly managed and disbursed per your wishes. Have peace of mind knowing you secured your family’s future and ensured a hassle-free transfer of assets.
Regular Plan Reviews
We will regularly review and adjust your plan to meet your changing needs and circumstances. This ensure your plan always aligns with your current needs and financial situation.
Specialized Tax Planning
You can benefit from strategies that reduce your business tax liability with IRS approved methods from specialized tax experts. You will have more of your hard-earned money to spend, save or invest in your business.
Unlock the potential of the tax code, which lobbyists have vigorously advocated for the affluent and wealthy. Put an end to unnecessary tax payments.
Total Tax Savings For Businesses So Far
Don’t take our word for it – hear directly from some of our clients.
“Rachel has successfully secured hundreds of thousands of dollars in tax credits to my business clients I have referred to her!”
“I have always had great experiences and I cannot emphasize enough the importance of contacting them for all the needs that you have. I really love the professionalism that I received.”
“Rachel takes the time to get to know her clients. It goes beyond just selling insurance. If you need help after your are a client, you can count on them to help. Thanks for the personal attention.”
“Rachel is my agent for my Medicare plan. I was having trouble with some insurance problems; she drove 1 1/2 hours to come to my house to help me make calls and fix my problems.”