Our long-term financial planning helps you build wealth by reducing tax burdens and safeguarding against market losses.
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Our Mission & Objectives
ENHANCE
We prioritize ethics and integrity in all our work, creating relationships rooted in transparency and trust.
PROTECT
Earning money is one thing—keeping it is another. Too many Americans lose wealth to market volatility and unnecessary taxes. That’s why minimizing risk and protecting your assets is essential.
PERPETUATE WEALTH
Lasting wealth is more than what we accumulate—it’s the legacy we pass on. Careful, intentional planning ensures that blessing continues for generations. Don’t wait to begin.
You’ll Know What
Finding the Right Path to Financial Success
Many people don’t realize that upon reaching retirement, they lose valuable deductions—such as mortgage interest, dependents, and retirement plan contributions. For business owners, the loss is even greater. While your income may decrease in retirement, your taxable income could remain the same—or even rise.
Find Out How These Strategies Fit Your Goals
When you schedule an appointment, we’ll connect you with a top-rated IUL Specialist—a financial professional aligned with your needs and circumstances.
In your meeting, you’ll gain a personalized view of how the LASER Fund strategies could work for you, with charts, graphs, and explanations tailored to your real-life numbers.
Proven Results Through Client Experiences
Legacy Funding IUL has been instrumental in our growth. Their team took the time to truly understand our needs and helped us eliminate inefficiencies.
Partnering with Legacy Funding IUL was a true game-changer. They took the time to understand our challenges and guided us in streamlining operations for lasting success.
I came to Legacy Funding IUL with a small project and was extremely happy with the results. They answered every question thoroughly and never made me feel like a ‘small project.’ I would gladly recommend them.
Advice From the Experts at Legacy Funding IUL
Frequently Asked Questions: Financial Planning
Common questions on financial planning and investing
What should a financial plan include?
A strong financial plan should provide a comprehensive view of your personal goals and aspirations while evaluating your current investment holdings. It needs to outline expected income and expenses before and after retirement, compare the advantages and drawbacks of various retirement and investment account options, and include strategies for retirement readiness, tax efficiency, charitable giving, and asset protection through insurance.
Beyond analysis, a solid plan must also deliver clear, actionable steps to help turn your goals into reality. To ensure you’re prepared for the future, it should present a range of potential scenarios—along with alternative strategies—so you can make well-informed decisions with confidence.
Can you help me plan for retirement?
Retirement age varies widely from person to person. The big question is whether you’ve got enough saved up to support the lifestyle you’re aiming for, especially since retirement could stretch on for 30 years or longer. Your income during those years will likely come from a mix of sources: retirement accounts and savings, a pension if you have one, brokerage accounts, Social Security payments, annuity income if you’ve set that up, and any other investments you’ve built over time.
What is your investment philosophy?
We base our investment approach on evidence and decades of market history, not guesswork about the future. Research shows market timing doesn’t work. Instead, we focus on what you can control: risk, asset allocation, costs, and taxes. Emotional decisions often hurt long-term returns, so we aim to avoid those pitfalls.
Diversification lowers risk—not just by holding many assets, but by mixing company sizes, sectors, and balancing stocks and bonds. Risk can’t be erased, but it can be managed.
We keep expenses low with cost-effective mutual funds and ETFs, since high fees can erode even a well-diversified portfolio’s gains.
Taxes matter too. While unavoidable, they can be minimized with a smart, tax-aware strategy.
Will I have a dedicated advisor?
Absolutely, you’ll have your own personal advisor. At Execor, we’re all about building a strong, one-on-one connection between you and your advisor. We know everyone’s financial path is different, so we pair every client with a dedicated advisor who’s focused on getting to know you and helping you reach your unique financial goals.
