Welcome to Legacy Funding
As the Managing Principal at Legacy Funding, I have over 15 years of experience in providing financial solutions to individuals and businesses who want to plan, protect, and retire with peace of mind. I work with a team of highly qualified advisors and subject matter experts who share my vision of delivering exceptional service and value to our clients. I also leverage my engineering background and process driven mindset to implement innovative strategies that address the unique needs and goals of each client.
Request Information
Video Library
NOT just for Millionaires and Billionaires
21st Century Trust Funding Method
Beneficiary Liquidity Plan
QPRt
See What Our Clients Say
Their expertise and due diligence provided my Wife and I with restful nights sleep. We are looking forward to enjoying the ‘golden years’ with peace of mind. Our retirement is now a number we can count on!
I was impressed! He spoke to the entire class with knowledge and at the same time was friendly and spoke at everyone’s level to make them feel comfortable.
From the moment I walked in their office, I was treated with sincere kindness and utmost respect. Absolutely wonderful experience planning my retirement. Thank you! Keep up the excellent work.