Generate Your Legacy For Generations To Come
Get tax strategies, financial guidance and coaching, tailored insurance, and estate planning for long-term success.
Are You Tired Of…
- Feeling overwhelmed by the size of your tax payments and struggling to maintain financial stability?
- Watching medical bills and medication costs rise while your insurance coverage seems to offer less and less?
- Wondering if your hard-earned wealth will be protected and passed on to your loved ones the way you intend?
Our Services
Businesses
Tax Strategies | Asset Protection | Financial Strategies & Coaching | Group Benefits
Retirement Plans
401(K) | IRA | Roth 401(k)| Roth IRA | Self-Directed Plans | 403(b) | 457(b)
Individuals & Families
Health & Life Insurance | Supplemental
Estate Planning
Revocable Living Trust | Will | Durable Pwoers of Attorney | Living Will & Advanced Directives
Our Proven Process
Step 1
Discovery Session – Understanding You
We begin with a one-on-one consultation to learn about your unique needs, challenges, and goals. Whether you’re looking to save on taxes, protect your assets, or plan for retirement, we dig deep to uncover opportunities others might miss.
Why This Matters
You’ll feel heard and understood, not like just another client.
The Result
A clear understanding of how we can create value for you.
Step 2
Personalized Strategy Design
Next, we craft a tailored plan that aligns with your priorities. We analyze your financial picture, business structure, and goals to develop strategies that maximize savings, protect assets, and ensure long-term success.
Why This Matters
No cookie-cutter solutions – just a plan designed exclusively for you.
The Result
A detailed roadmap to achieve your goals with confidence.
Step 3
Implementation Made Simple
We don’t just hand you a plan; we take action. From restructuring your business for tax efficiency to enrolling in insurance plans or securing retirement solutions, we handle the heavy lifting so you can focus on what you do best.
Why This Matters
You’ll save time and avoid the stress of trying to navigate everything on your own.
The Result
Immediate steps toward measurable improvements in your financial life.
Step 4
Ongoing Support and Optimization
Life and business change, and so do your needs. That’s why we provide ongoing reviews, quarterly check-ins, and regular updates to your plan. We ensure you’re always ahead of the curve, no matter what comes your way.
Why This Matters
You’ll stay protected and prepared for the future.
The Result
Long-term success and peace of mind knowing we’re always in your corner.
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
We will treat a client’s financial information with the utmost confidentiality. You can trust us with your sensitive information.
Certified Experience Professionals
Clients receive expert advice from qualified professionals, ensuring top-tier service and trusted advice grounded in the latest industry insights.
Rachel with Legacy Gen Advisors has been great to work with! She takes the time to get to know her customers and finds the best product and service to fit their needs. I highly recommend that anyone who has questions about their financial picture go to her!
What’s Included
Personalized Tax Strategies
Benefit:
Expert tax solutions that surpass typical recommendations.
Practial Significange:
These tax strategies reduce your tax burden and optimize your overall financial health, enabling you to reinvest savings into growth opportunities and secure a prosperous future.
Personalized Financial Analysis
Benefit:
Tailored strategies that align with your unique financial goals and situation.
Practical Significance:
By understanding your specific needs, we empower you to make informed decisions that foster financial stability and growth, ensuring a secure future.
Comprehensive Reviews
Benefit:
Regular assessments of your plan to ensure they remain aligned with your evolving goals and needs.
Practical Significance:
Continual evaluation and adjustment of your strategies and plans provide peace of mind and confidence in your financial path, allowing for sustained progress and adaptation to life changes.
Dedicated Client Support
Benefit:
Access to a dedicated advisor who is readily available to address your concerns and questions.
Practical Significance:
This personalized attention builds a strong, trusting relationship, ensuring you always have a reliable partner in your financial journey.
Equal Service & Support for All
Benefit:
Whether you are an individual, a small business, or a large corporation, you receive the same high level of service and support.
Practical Significance:
This ensures that every client, regardless of size, benefits from our expertise and dedication, fostering trust and delivering consistent, high-quality results for all.
Educational Resources & Workshops
Benefit:
Access exclusive seminars and materials to improve our understanding of taxes, finances, and insurance.
Practical Significance:
Empowering you with knowledge ensures you make well-informed decisions, fostering self-assurance and confidence in managing your taxes, finances, and insurance for a secure future.
Ready To Get Started
We work with businesses throughout the United States and will work within your time zone if necessary.
Please send us a note if you need to meet outside of our business hours.
Let us know if you have questions.
Generating Legacies for Generations
Helping Businesses Across America Keep More of Their Money
800-554-9884