Legacy Builders

Secure your legacy by creating a plan
for future financial wellness.

Meet

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Meet Our Corporate Partners

TD Ameritrade
Franklin Templeton Investments
Morningstar
AIG
Genter Capital Management
Brighthouse Financial
Horizon Investments
Invesco
Lincoln Financial Group
AGF
Fidelity Investments
Meeder Investment Management
Dana
AXA Equitable Holdings
TD Ameritrade
Franklin Templeton Investments
Morningstar
AIG
Genter Capital Management
Brighthouse Financial
Horizon Investments
Invesco
Lincoln Financial Group
AGF
Fidelity Investments
Meeder Investment Management
Dana
AXA Equitable Holdings

Why choose Legacy Builders?

  • Legacy Builders Leads: Our agents are fully licensed fiduciaries to better serve your needs.
  • Legacy Builders Gives: We offer advice and financial education to empower you, at no charge.
  • Legacy Builders Cares: Your financial goals and dreams are what we strive to help you accomplish.
  • Legacy Builders is Dedicated: Our family-run company has been there for your family since 2015.
  • Legacy Builders Grows With You: We have solutions for every age and stage of your financial life.

Over 9 years of positively impacting the financial futures of people like you.

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Learn

Become financially savvy by learning simple, useful and easy to understand financial tips and principals through our on-demand videos and create a clear path to your financial goals.

financial advisor helping young couple with baby create a plan

Plan

Schedule a one on one consultation to create your own FREE comprehensive financial road-map, eliminating stress, providing clarity and putting you on the road to financial success!

a diverse business team

Earn

Are you looking for more freedom and flexibility in your career? Or looking to earn some extra income part time? Click below to watch our video and learn more about joining our team.

Download Your Copy of How Money Works

How Money Works book cover

What is it?

This book is a general introduction to the basic, common sense financial concepts that can help people overcome obstacles they face and achieve their goals.

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