Your Legacy Strategy™
Our proprietary process helps you take control of your capital and build a legacy that lasts for generations.
Our Process
A step-by-step journey to build your family's legacy
Discovery
We begin by understanding your family's values, goals, and vision for the future. This is about more than just numbers—it's about your legacy.
- Personal, one-on-one conversation
- Focus on your family's values and vision
- Understanding your current financial situation
- Identifying your legacy goals
Strategy
Together, we craft a customized stewardship plan that puts you in control of your capital and aligns with your family's values and long-term vision.
- Customized Infinite Banking strategy
- Capital control and growth planning
- Tax-efficient wealth transfer design
- Values-based inheritance planning
Stewardship
We implement your strategy with a focus on faithful stewardship, ensuring your wealth serves your family's legacy goals.
- Implementation guidance and support
- Regular strategy reviews and adjustments
- Ongoing education and resources
- Family stewardship coaching
Legacy Handoff
We help you prepare the next generation to receive not just wealth, but wisdom—ensuring your legacy continues for generations to come.
- Next generation preparation
- Values and vision transfer
- Family stewardship meetings
- Legacy celebration and documentation
Infinite Banking Concept
At the core of our strategy is the Infinite Banking Concept—a proven approach that puts you in control of your capital and allows you to become your own banker.
Traditional financial planning often leaves you dependent on Wall Street and financial institutions. The Infinite Banking Concept empowers you to:
- Create your own banking system
- Access capital on your terms
- Build wealth outside of market volatility
- Create a legacy that grows tax-efficiently
- Pass wealth to future generations with minimal taxation
Client Testimonials
Hear from families who have transformed their legacy with our strategies
The Johnson Family
Client since 2019
"Working with 1322 Legacy Strategies has transformed how we think about our family's wealth. We're no longer just planning for retirement—we're building a legacy that will bless our children and grandchildren."
The Smith Family
Client since 2020
"Working with 1322 Legacy Strategies has transformed how we think about our family's wealth. We're no longer just planning for retirement—we're building a legacy that will bless our children and grandchildren."
The Williams Family
Client since 2021
"Working with 1322 Legacy Strategies has transformed how we think about our family's wealth. We're no longer just planning for retirement—we're building a legacy that will bless our children and grandchildren."
Ready to Begin Your Legacy Journey?
Schedule your no-cost, no-obligation Legacy Strategy Call today.
Schedule Your Call