What We Do
At Legacy Vault Financial, we help families, professionals, and veterans take control of their finances with personalized, values-driven strategies that build more than wealth, they build legacy.
We believe financial success isn't just about how much you make, it's about clarity, protection, and long-term vision. Whether you're securing your family with life insurance, tackling debt, navigating health coverage, or preparing for retirement, we meet you where you are and guide you forward with confidence and purpose.
From foundational budgeting and emergency planning to advanced whole life designs and wealth transfer strategies, we simplify the complex so you can focus on what matters most.
Start With Your Legacy Assessment
This isn’t just an assessment , it’s the first step toward rewriting your family’s financial future.
At Legacy Vault Financial, we believe true protection goes beyond policies, it starts with purpose. By completing your Legacy Assessment, you’re choosing to break generational financial barriers, secure long-term stability, and leave a legacy of wisdom and wealth.
Take the assessment. Discover your custom insurance strategy.
Be the reason your family’s story changes for the better, forever.
You’re not just managing money, you’re building legacy. Let’s build it well.
Legacy Assessment Review
30 minutes @ Free Consultation
This session is for those who’ve already completed our Legacy Assessment. We’ll go over your policy illustration together, walk through what other options or additions best fits your needs, and discuss how to move forward based on your goals. If you’re ready to take the next step in securing your financial future, this call is for you.
Debt Elimination & Wealth Strategy Session
60 minutes @ $150.00
In this 60 minute strategy session, we’ll evaluate your current debt situation and explore proven solutions to help eliminate debt faster and build wealth on your terms. Bring A list of your current debts (balances, interest rates, and minimum payments) Your monthly income + expenses Any recent credit report (if available) Any current savings, retirement, or insurance policies. We’ll walk through your situation together and I’ll provide a customized action plan that you can start implementing right away
Financial Literacy Coaching + 45-Day Support
30 minutes @ $135.00
Start your journey toward financial confidence with a 30-minute 1-on-1 coaching session focused on budgeting, saving, and smart money habits. This service includes 3 follow-up check-ins (15 minutes each) and ongoing email support for 45 days to keep you on track. Bring your income, expenses, and goals. Support must be used within 45 days. Not for policy planning.
Coming Soon to Legacy Vault Financial
Vault Members Section
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Tax Prep
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Public Notary
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Health Insurance
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MUCH MUCH MORE!
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Vault Members Section ~ Tax Prep ~ Public Notary ~ Health Insurance ~ MUCH MUCH MORE! ~
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!