With Entrepreneurial Investment and Insurance Strategies Designed Just for You
1. Book a Call
2. Design Your Plan
3. Achieve Financial Freedom
You’ve tried the traditional way: find a good company, get a high-paying job, put your money into a 401(k). But no matter how much money you make, you’re still living paycheck to paycheck, drowning in financial stress. We don’t want that for you.
At Family Legacy Strategies, we’re passionate about helping generationally-minded families break the W2 cycle. With custom entrepreneurial investment and insurance strategies designed specifically for your family’s goals, it’s time to ditch the rulebook and take charge of your family’s financial future—today, and for generations.
At Family Legacy Strategies, we’re passionate about helping families build a financial legacy far beyond themselves. With our family-specific suite of services, we will equip you to both achieve financial independence today and empower your family for generations to come.
When you work with Family Legacy Strategies, you get access to hands-on investment growth, legacy insurance design, and entrepreneurial coaching. With a blend of financial “offense” and “defense,” we don’t just help you build wealth—we help you build self-sustaining engines and contingencies that propel and protect your family even when you’re not working. Consider us your personal financial copilot!
Turn your wealth into cash-positive assets that work as hard as you do. Our hands-on investment approach helps you systemize the busy work of investment management. We believe no one is more equipped to build your future than you. This is why we prioritize your high level involvement in all pivotal decisions, ensuring you are educated on our strategies and informed on how we are utilizing them. With confidence in your investments, you will be empowered to focus on what matters most.
Protect your family while fueling entrepreneurial ventures. Through detailed design and constant monitoring, our custom “Legacy Insurance” policies grow at the highest un-taxable rate possible. Take out a loan against your policy’s value to fund business ventures, purchase real estate, or seize opportunities, all while protecting your loved ones from the unknown. Built to withstand taxes, these policies are vehicles for ensuring your wealth is passed to your descendants and not the government.
Financial freedom isn’t just about growth and protection—it’s about knowing how to maximize both. We believe you are the single greatest asset in your financial journey. That is why we want to help you invest in yourself, not just in professional services. From building a real estate portfolio to scaling startups, our entrepreneurial coaching equips you to pursue business ventures with confidence. It takes active involvement to build passive wealth. We will empower you to take the lead role in reaching financial freedom for your family, equipping you with the insights, tools, and strategies needed to create lasting wealth.
As a commercial pilot-turned-wealth building advisor, I’ve seen the difference money can make in a family. It can tear loved ones apart, or it can empower new generations when managed well. Nothing brings me more joy than helping families take control of their money and put it to work for their future.
My entrepreneurial approach is based on experience, not theory. I have started 6 companies, own 7 residential real estate properties and 2 commercial properties, actively manage an extensive stock options portfolio, and contribute to our family’s Legacy Insurance Policy which will become self-compounding by age 55.
I live in central Texas with my beautiful wife Stephanie and enjoy fishing with our two young boys.
How Family Legacy Strategies can help you
How much our services cost if we’re a fit
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Tired of feeling financially stuck? Schedule a call right now.
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