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Start with a free complimentary meeting. No pressure. No hidden fees. Just honest financial guidance tailored to your goals.
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Why Choose Financial Legacy Builders
Fee-Only Fiduciary
We work for you, not commissions. No conflicts of interest. Just transparent, honest advice in your best interest.
No Account Minimums
Financial planning shouldn't be exclusive to the wealthy. We serve military veterans and working-class individuals at just 1% of household income.
Veteran-Led Team
Founded and operated by veterans who understand your unique challenges and opportunities.
Education-First Approach
We don't just manage your money—we educate you through monthly webinars, quarterly reviews, and ongoing resources.
Comprehensive Planning
From budgeting to estate planning, we cover all aspects of your financial life in one integrated plan.
Judgment-Free Zone
Everyone's financial journey is different. We meet you where you are with zero judgment and actionable guidance.
Common Questions About Getting Started
How long does it take to hear back after submitting the form?
We typically respond within 48 hours during business days (Monday-Friday). If you submit your request on a weekend, we'll reach out first thing Monday morning.
Is the complimentary meeting really free?
Yes, absolutely. We provide a comprehensive financial review at no cost. This is a judgment-free conversation to understand your situation and see if we're a good fit to work together.
Do you have account minimums?
No. Unlike most financial advisors who require $250,000+ in assets, we serve everyone—especially military veterans and working-class individuals. Our fee is simply 1% of your household income.
What makes you different from other financial advisors?
We're fee-only fiduciaries (no commissions), veteran-led, education-focused, and we have no account minimums. We believe financial planning should be accessible to everyone, not just the wealthy.
Will you share my information?
Never. Your information is completely confidential. We never share, sell, or distribute your personal or financial information to third parties.
What happens after I submit the form?
We will respond to your questions and explain how we can help with your specific needs within 48 hours.
Ready To Stop Being Overlooked?
Get your complimentary financial review today. No pressure. No hidden fees. Just honest guidance.
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