Planning | Investments | Insurance | Education


Retirement/Financial Planning 

Guaranteed Lifetime Retirement Income
Tax Strategies & Tax-Free Solutions
Risk-Based Investment Options
Accumulation & Decumulation Methods
Effective Social Security Strategies
Federal & State Pensions Expertise
Roll-over Solutions (401k, 403b, 457b, Federal TSP)

Assets & Estate Protection

Estate Planning Review
Life Insurance
Long Term Care Insurance
Survivor Strategies 
Legacy Planning Concepts

Business Solutions

Deferred Compensation Options
Key Employee Solutions
Financed Retirement Solutions 
Buy/Sell Agreement Funding Strategies
Legacy Planning Solutions

Retirement/Financial Planning Advise

If you’re like most Americans, you’re concerned about retirement. Most of your worries will dissipate when creating an effective retirement income plan that has “guaranteed lifetime income” at its’ core. At REAP Legacy, Inc. we provide solutions that won’t keep you up at night. 

Your retirement strategy should reflect your vision for retirement and support the things you enjoy or look forward to during retirement.

We don’t believe in template-based or generic financial planning, but instead will create a plan along with YOU to ensure YOUR needs, goals and desires are supported.

Asset Protection Solutions

You’ve worked hard to build and maintain your wealth. But it takes a thoughtful wealth and estate plan — including goal-oriented investing, trust & tax planning, and prudent spending — to make sure it lasts well into the future.

Protecting your hard-earned assets goes beyond the protection from claims made by outside entities.  At REAP Legacy, Inc. when it comes to Asset Protection, we want to make sure you are protected from the normal life occurrences that can destroy a financial & legacy plan if not taken into consideration when planning (i.e., death, emergencies, healthcare, long term care).  

Legacy Planning That Matters Most

More than just a bank account or investments—your family legacy encompasses all the experiences that your family holds dear, as well as the values, wisdom, and hopes you leave for them.

The protection and proper transference of your financial assets and values are key to successful legacy planning.

Business & Executive Solutions

Prepare for a Stress-Free Retirement

Nearly every study indicates a large percentage of people, including high earners, do not have sufficient money to maintain their lifestyle for the course of their retirement.  Having a portion of ones’ retirement planning solution financed is one of the very few strategies that allows participants to leverage additional money thus giving them access to increased retirement income benefits when compared to saving on their own.

Executive Compensation

Key employees make critical contributions to your company’s profitability. Selective executive compensation benefits reward those employees most responsible for your company’s growth and allow key employees to share in business accomplishments.

Key Person Protection

The death of a key employee could cause serious problems for your business, such as reduced sales, lower earnings and loss of intellectual capital. The cost of hiring and training a replacement could negatively impact your business. You need a strategy to help you replace those costs and operate smoothly after losing a key employee. A business succession strategy is key to the success and survival of your company. Strategies such as buy-sell arrangements can successfully transfer a business interest on your terms.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (510) 409-0086