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.
Legacy Vault Financial helps families build, protect, and pass on wealth through clear education, life insurance guidance, and practical tools. Start with Legacy Ledger, our free newsletter about money, stewardship, and the people building a meaningful legacy.
Looking for coverage? Get a quick term quote.
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.
Legacy Ledger · The LVF newsletter
A little perspective.
A lasting difference.
Meet people building something meaningful. Explore the decisions behind their progress. Find practical ideas for caring for your family and making the most of what you have.
From everyday money questions to stories of generosity and perseverance, Legacy Ledger connects financial education with the lives it can change.
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-
1
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.
Before founding LVF, Dorian Felton served in the U.S. Marine Corps and worked in public service. Now studying economics at the University of South Florida, he brings that same commitment to helping families understand their options and make informed decisions.
As a husband and father, Dorian knows that financial decisions reach beyond one person. Alongside his wife and co-founder, Kiera, he is building LVF to strengthen families and help them leave the next generation better prepared.
Our Christian faith shapes how we serve: with honesty, care for our neighbors, and stewardship of what has been entrusted to us.
“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.
Service comes first.
Share useful knowledge. Listen before offering solutions. Give people room to decide at their own pace.
People deserve respect.
Ask permission before sharing personal stories. Treat every person’s time, trust, and experience with care.
Trust requires clarity.
Be clear about paid relationships. Keep interviews distinct from endorsements. Never sell reader contact information.
In development · LVF Continuity
Help your family know where to turn.
We’re developing a household continuity system to help families organize essential information and prepare the people they trust to take the next steps when life changes.
Thoughtfully built. Still taking shape.
Continuity is in development and is not yet available to purchase. Early access registration is coming soon.
Follow along in Legacy LedgerNewsletter signup is separate from the future Continuity early access list.
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.
Keep learning. Keep building.
Make room for what matters.
Media & conversations
Let’s put good stories to work.
Have a story to share, a question, or an idea for working together? We welcome readers, journalists, and potential partners who care about strengthening families.
Email Dorian Dorian@thelegacyvaultfinancial.comFor interview requests, please include your outlet, topic, and deadline.
LVF at a glance
- Legacy Vault Financial
- A family-operated business helping families build, protect, and pass on wealth through financial education, licensed life insurance services, and practical tools.
- Legacy Ledger
- LVF’s free newsletter exploring money, stewardship, and the stories of people building a meaningful legacy.
Short founder bio
Dorian Felton is the founder of Legacy Vault Financial, a U.S. Marine Corps veteran, a licensed life insurance agent, and an economics student at the University of South Florida. His experience in military and public service, Christian faith, and life as a husband and father shape his mission to help families build, protect, and pass on wealth. He leads LVF alongside his wife and co-founder, Kiera Felton.