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We assist families and small businesses with building wealth and protecting their retirement and estate. Our dedication to educate in these areas enables our clients to build more cash and assets to use in retirement and create a legacy for future generations.

Some of our most popular services

Free Financial Analysis

Outlining and reviewing your financial needs and goals is crucial to having a successful retirement. We help you envision your desired future and assess what is realistic to make that future happen. We offer this consultation for free.

401(k) Rollovers

We can assist you with rolling over your inactive 401(k) and setting up a plan to meet your goals for retirement. We have options ranging from unlimited growth over time free from market risk and fees or options that can generate a guaranteed income immediately or in the near future.

Tax-Free Wealth

What’s better, taxable or tax-free? We show our clients how to invest for tax-free savings AND protect them from market risk while maintaining market returns. Why put your money at risk in the market for gains when you don’t have to?

  • Serving clients nationwide for over 30 years
  • Nominated by a client and Finalist for 2019 Texas Family Business of the Year
  • Recipient of the Family Values Award from Baylor University Institute for Family Business

What our clients are saying

"We are so thankful for what Legacy has done for us- the security and peace of mind knowing that our family is going to be cared for no matter what is an incredible thing! This is something we definitely encourage others to look into."

Christian & Catherine Leach

"Very professional, honest and straight forward. All the products make me and my family feel secure because of the guarantees."

Craig Clark

"We are very confident now in our future and what may come. Also secure knowing we are saving and growing our money with no risk of the fickle market."

Meridith Giere

"Been working together 20 years. Wayne guided me through doubling my money with zero market risk and now have a guaranteed income for not just my life but my wife's life as well."

Peter Pajak