Build a Legacy Worth Living
Your money was never just about dollars and cents. It’s about values, impact, and a future your family can be proud of.
Why Choose Us
How we are Different
Start your Legacy Plan
Start your Legacy Plan
We believe in thinking differently in regard to planning with our clients.
- Diagnosis first. We put the income shortfall on the table so you can own it—and fix it.
- We build a plan with you while many advisors build them for you. No glossy binders. We model your numbers live so it becomes your plan.
- Boring on purpose. Simple rules that protect sleep and your legacy.
Start your Legacy Plan
Start your Legacy Plan
Start your Legacy Plan
Let’s map out what matters—step by step. Start the conversation with a 30-minute consultation.
Disclaimer
Fee based financial planning and investment advisory services are offered by Insight Folios Inc, a SEC Registered Investment Advisor. Insight Folios Inc may only transact business in those States in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Insurance products and services are offered through Legacy Life Financial. Insight Folios Inc and Legacy Life Financial are not affiliated companies. Ryan McNeill is an Investment Adviser Representative of Insight Folios Inc. Insight Folios Inc does not offer legal or tax advice.
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