Thank you for your interest in this free initial consultation. The consultation will take place over the phone and will last approximately 30 minutes. During the meeting, you will be provided with a short list of recommendations based on some basic financial information that you provide. At the end of the consultation, you will also be given a brief overview of Financial Legacy Builders and the financial services that are offered. If you decide that you would like some assistance implementing the list of recommendations provided during the consultation, then we can discuss how best to proceed.

To get started, complete the following steps:

Step 1: Book an appointment. After clicking on the "book now" button below, select the "Initial Consultation" option.

(Please note that all appointment times are based on the Central Time Zone)

Step 2: Complete a secure online financial questionnaire, which will serve as the basis for our discussion.