Empowering women entrepreneurs with personalized financial strategies for a secure future and lasting legacy
Strategy that really works
Are YOU ready to build your wealth legacy?
As an Independent Life Insurance Broker, Retirement Strategist, and Personal Financial Consultant, I help motivated men and women, self-employed and small business owners create wealth, shelter their assets and protect their legacy. Whether you are looking to protect the ones you love, protect your life's work, develop a lifetime stream of income, or leave a significant inheritance, I will help you develop a comprehensive and creative strategy to accomplish your goal. Our experienced team with over 50 years of expertise, is dedicated to building the foundation for your legacy.
The Legacy Builder Program
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Step One
Book a FREE 30-minute consultation where we explore your current position and future vision and answer any questions you have.
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Step Two
We look at your existing positions and accounts and identify vulnerabilities. Then we tailor a preliminary proposal to help strengthen your financial positions and overcome unforeseen vulnerabilities.
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Step Three
Our 60-minute Legacy Builder call we will review your proposal together, answer questions and make necessary changes.
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Step Four
We complete a custom comprehensive strategy design to accomplish your goals. Any investments will go directly into the accounts we establish.
What My Clients Get
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▪️ Estate Planning for Small Businesses
▪️ Cash Accumulation Strategies and Concepts of Infinite Banking
▪️ Financial Planning for the Modern Family
▪️ Creating Lifetime Income and Tax Free Retirement Income
▪️ Mortgage Protection and Equity Conservation
▪️ Irrevocable Life Insurance Trusts
▪️ Be sure to ask about ways to create a perpetual endowment to benefit a church, charity or cause of your choice
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▪️ Book a free call
▪️ Free review - I will review your existing positions for performance, vulnerabilities, and gaps. I’ll also make sure all your beneficiary designations are up-to-date
▪️ Comprehensive strategy design and proposal (Layered strategy design is prepared after a 60-minute discovery call)
▪️ Any investments will go directly into the accounts we establish for your specific strategy
Meet Sarah Kinnally—your Wealth Management Strategist:
I live in the beautiful Pacific Northwest of the United States. I love hiking, paddle boarding, gardening, cooking and reading. I grew up in a large and loving blended family that taught me how our differences create our unique gifts. Family is sometimes defined in unconventional ways and is a key focus in my life.
Through experience, I have learned that the obstacles we overcome are the foundation to forming the bonds within our family. These bonds are further strengthened by the collaborative efforts and shared achievements that our families create together. Now I have a family of my own. I am a devoted wife and mother of three. Since I was young, I envisioned leaving a strong legacy for my children and grandchildren.
For over a decade, I have been on a quest to learn all there is about creating a legacy for my family. I wanted to leave my future generation in a better position financially and the ability to pursue the life of their dreams. I wanted to know how to create an estate without leaving unforeseen vulnerabilities that could jeopardize the inheritance I worked so hard to establish. Through this mission, I discovered powerful vehicles and strategies to accomplish this goal. I found the bridge that would take me from where I was to where I wanted to go. My passion for helping others to accomplish the same structure for their family and legacy is what drives my work today.
If you’re feeling overwhelmed and don’t know where to start, I will meet you where you are. We will create a plan to start where you are and grow to where you want to go. I will help you keep motivated and focused along the way.
--Sarah
Book a Free Call
Ready to take the first step towards securing your financial future? Book a call with us today and let's start building your financial legacy together.
We offer the following services to our clients:
Estate planning for small businesses
Cash accumulation strategies and concepts of infinite banking
Financial planning for the modern family
Creating lifetime income
Mortgage protection and equity conservation
Irrevocable life insurance trusts
Have Questions?
Fill out the form below and we will reach out in 48- business hours.