These resources are designed to help you uncover gaps, sharpen your strategy, and build a legacy of clarity and confidence.
Explore our quizzes, guides, books, and courses to take your next step.
What Would the Rockefellers Do? by Garrett Gunderson
Learn the family legacy principles that have preserved wealth for six generations—and how you can apply them to your own family.
Leaving a Legacy: Advanced Estate Planning for the 21st Century by Earl R. Eastman
Practical strategies for preserving wealth, using tools like the Family Legacy Trust and Pension Rescue Plan to secure your heirs’ future.
Financial Freedom Accelerator Quiz
Find out how close you are to financial independence and what steps could accelerate your journey.
Financial Control & Tax Efficiency Scorecard
See if you’re overpaying in taxes, losing to inefficiencies, or missing opportunities to keep more of your income.
Estate & Legacy Readiness Assessment
Assess how prepared your estate plan really is to protect your wealth, reduce taxes, and guide your heirs with clarity.
The 7702 Financial Control Blueprint
Discover how Section 7702 Accounts can reduce taxes, build flexibility, and give you more control over your financial future.
The Financial Freedom Roadmap
A step-by-step guide to achieving financial independence faster through safe compounding, tax-free growth, and leverage.
The Estate & Legacy Protection Blueprint
Learn the strategies ultra-high-net-worth families use to protect assets from taxes, lawsuits, and erosion across generations.
Blog
Browse articles on tax efficiency, retirement planning, legacy design, and more.
Legacy Builder Course
The Legacy Builder Course includes practical tools for creating your Family Constitution, hosting family meetings, and embedding values into your estate plan. It’s a hands-on guide to turning planning into living legacy.
*Disclaimer: Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.