Legacy Plan

Protect & Preserve Your Legacy

For top earners, athletic directors, established educators, and seasoned professionals in any industry building multi-generational wealth. Comprehensive estate planning, business structuring, family governance, and dedicated concierge access — everything you need to protect what you've built.

Get Started Today! Explore Benefits

What You Get With Legacy

Everything in Growth, plus comprehensive wealth preservation and multi-generational planning.

Destiny One

Plan

LEGACY

Monthly Investment

$749

Complete wealth preservation

Enroll Now

Everything in Growth

All Growth Plan benefits — investment management, NIL deal review, whole life/IUL policies, and quarterly check-ins — are included.

Full Estate Plan & Trust Setup

Comprehensive estate planning including wills, trusts, power of attorney, and healthcare directives — all customized for your situation.

Business Entity Structuring

LLC formation and management for your NIL brand, coaching business, or consulting practice — protecting your personal assets.

Family Financial Governance

Spouse and next-generation onboarding so your entire family understands and participates in the wealth strategy.

Dedicated Concierge Access

Unlimited check-ins with your dedicated advisor. No appointments needed — we're here when you need us.

Multi-Generational Wealth Transfer

Advanced legacy planning strategies that ensure your wealth supports your children, grandchildren, and causes you care about.

Who It's For

Is the Legacy Plan Right for You?

For those who have built significant wealth and need comprehensive protection and legacy planning.

Top NIL Earners

You're earning six figures or more from NIL deals and endorsements. You need an entity structure, tax strategy, and estate plan to protect it all.

✓ $100K+ NIL income
✓ Multiple deal streams
✓ Brand building

Athletic Directors & Senior Coaches

You're at the top of your profession with a high income, benefits, and retirement to protect. It's time for estate planning and family governance.

✓ Senior leadership
✓ Complex benefits
✓ Multi-generational focus

Established Professionals

You've built significant savings, own property, and may have a side business. Now you need a complete wealth preservation and transfer strategy.

✓ Multiple assets
✓ Business interests
✓ Legacy mindset
Secure Your Legacy

Enroll in the Legacy Plan

Fill out the form below and a senior advisor will reach out within 24 hours to begin your legacy planning.

A senior advisor will reach out within 24 hours for a confidential consultation. No commitment required.