Financial Clarity
Use the free My Legacy Assessment to identify priorities, protection gaps, and the next questions worth asking.
Take the assessmentBuild it. Protect it. Pass it on.
A financial life your family can carry forward.
Clear education, thoughtful protection, and practical financial tools for families who want more than scattered advice—they want a system.
Christ centered
Veteran led
Family operated
Our approach
Clarity before commitment. Understand where you stand before choosing a product or strategy.
Strong families deserve strong financial systems.
Choose the right first step
Guidance built around the life you actually live.
Most families do not need more noise. They need a clear picture of today, an honest look at risk, and a practical path forward.
Protection Strategy
Explore term and whole life insurance with plain-English guidance centered on your family, budget, eligibility, and long-term goals.
Get a quick term quoteLegacy Education
Learn how protection, liquidity, debt, and long-term planning work together so you can make decisions with confidence.
Get the free blueprintMy Legacy Assessment
Start with facts, not a sales pitch.
This free guided assessment helps identify protection gaps, priorities, and the next questions worth asking. It does not lock you into a policy or obligation.
Begin the free assessment-
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Share where you are
Tell us about your goals, concerns, budget comfort, and current protection.
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2
Review the picture
We organize your responses and prepare relevant, non-binding guidance.
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3
Decide at your pace
Ask questions, understand the tradeoffs, and move forward only if it makes sense.
Dorian & Kiera FeltonFounder & Co-founder
Why Legacy Vault exists
Financial stewardship should feel clear, personal, and grounded in purpose.
Legacy Vault Financial was built to help overlooked and underserved families make sense of protection, cash flow, and generational planning—without pressure or unnecessary complexity.
Led by U.S. Marine Corps veteran Dorian Felton alongside co-founder Kiera Felton, our work brings a mission-focused approach to financial education: understand the full picture, protect what matters, and make each move intentionally.
“This isn’t just about money. It’s about purpose, protection, and peace of mind.”
Life insurance services are available in FL, GA, NC, NY and TX. Educational services are available nationwide.
Called to Legacy
A message built to live beyond the page.
Called to Legacy, Assigned to Prosper connects faith, stewardship, and practical wealth-building for families determined to leave more than memories.
View the book on Amazon
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Real people. Real families. Real legacy.
Free educational guide
Get Your Financial Blueprint.
Discover the four-part system most families are missing—and how protection, liquidity, growth, and transfer work together.
- Protection
- Liquidity
- Growth
- Transfer
Your Financial Blueprint is ready.
Download the guide, then use the assessment to identify which part of your financial system needs attention first.
Learn the basics first
Good decisions begin with better questions.
These are the questions families ask most often before choosing coverage or building a broader plan.
Get a quick term life quoteWhat is the difference between term and whole life insurance?
Term life provides coverage for a set period and is generally more affordable upfront. Whole life is permanent coverage that can build guaranteed cash value. The right fit depends on the job the policy needs to do, your budget, and your timeline.
Do I need a medical exam to qualify?
Not always. Some policies require an exam, while simplified-issue and no-exam options may be available depending on the applicant, carrier, coverage amount, and product.
Can I borrow against a whole life policy?
Eligible policyowners may be able to access cash value through policy loans. Loans accrue interest, and unpaid balances generally reduce available cash value and the death benefit.
Is insurance required to work with Legacy Vault Financial?
No. Education and financial organization come first. If insurance is appropriate and you choose to proceed, the carrier handles the application and underwriting separately.
How do I know where to start?
Begin with the free My Legacy Assessment. It gives us the context needed to point you toward the most relevant next step without forcing a commitment.
Your legacy starts with one clear step