Financial
Freedom Awaits
Elevate Your Finances. Navigate prosperity with expert guidance. Secure your financial future today with United Legacy Builders. Your journey to financial well-being starts here. Building Legacy Together!
Our Expertise
We specialize in helping individuals and families create a strong financial foundation with personalized strategies that protect and grow wealth for today—and the next generation. Our services include retirement planning, tax-advantaged solutions, mortgage protection, life insurance, children’s savings plans, estate planning, debt management and living benefits. Every plan is tailored to your unique needs, goals, and legacy.
Trusted Partners
Personalized Solutions
Empowering You on Your Financial Journey
Proper Protection
Protect what matters most. We offer life insurance solutions designed to provide financial security when it’s needed most. From protecting your family’s future with income replacement to covering final expenses and ensuring your mortgage is paid off, our tailored plans give you peace of mind. With living benefits, you can also access funds during a serious illness or injury—so you're covered while you're living, not just after. It’s smart protection for every stage of life.
Retirement Planning
The future you deserve- without the tax burden. Enjoy the freedom you've earned with a retirement plan designed for peace of mind. Our tax-advantaged savings solutions helps your money grow efficiently, so you can focus on what truly matters- living the life you've always dreamed of. No stress, no surprises. Just smart, secure retirement income. Keep more of what you've saved- live more of what you've dreamed.
Children's Savings
Start today; support their dreams tomorrow. Give your child a head start with a dedicated savings plan built for their future. Whether it’s education, first car, or their first home, saving now helps make their dreams a reality. Start building their future now- because every child deserves a strong financial foundation. f
Debt Management
Take control of your debt- take back your life. We help individuals and families regain financial stability through personalized debt management strategies. Whether you're dealing with credit cards, loans, or mounting monthly payments, we create a plan that fits your budget and helps you pay off debt faster—without sacrificing your future goals. It's time to reduce stress, rebuild confidence, and move forward with a clear path to financial freedom.
Frequently Asked Questions
What financial services do you offer?
We offer personalized strategies including life insurance, children’s savings plans, estate planning, debt management, retirement planning, tax-advantaged solutions, mortgage protection, and living benefits.
How do I know which financial plan is right for me?
We start with a free consultation to understand your goals, then create a customized plan that fits your current situation and future objectives.
What is a tax-advantage plan and how does it work?
Tax-advantaged plans help you save money by reducing or deferring taxes on your income, savings, or withdrawals. These can include retirement accounts, life insurance, and other financial tools.
Why is life insurance important even if I'm young and healthy?
Life insurance is more affordable when you're young and can help lock in future protection. It also supports long-term goals like income replacement, debt coverage, or building generational wealth.
What are living benefits in life insurance?
Living benefits allow you to access a portion of your life insurance policy while you're still alive in the event of a serious illness or injury—offering peace of mind during difficult times.
What retirement plan suits my financial situation
best?
The best retirement plan is the one that meets your goals and needs and outlives you. Schedule a free consultation to learn more.
Can you help me get out of debt while saving for the future?
Absolutely. We create strategies that balance debt reduction with smart saving, so you can build wealth without sacrificing financial stability.
What is mortgage protection and do I need it?
Mortgage protection is a type of insurance that helps pay off your mortgage if something happens to you. It's a smart way to ensure your family can stay in their home no matter what.
How can I save for my child's future?
We offer flexible savings plans tailored to your budget that can help fund education, first-time home ownership, or other major milestones.
Do you charge for consultations?
Our initial consultation is completely free. We use that time to understand your needs and show you how we can help. After initial consultation our Personal Financial Review requires a deposit specific to each client situation.
