Have Questions?
Let's Chat
Whether you’re just looking for a few quick answers or want to schedule a discovery call to start your Legacy Strategy, this is the place to connect.
I’m happy to talk through anything, from retirement options to how to use your money more strategically. No pressure, no forms if you don’t want them, just a real conversation.
Want To Call Me Directly?
You’re welcome to try calling me during business hours at (385) 557-6566
If I’m on a call with another family, feel free to leave a message or schedule a time on the calendar.
Office Hours (MST):
M-F: 8:00 AM - 6:00 PM
Saturdays: 8:00 AM - 12:00 PM
Prefer To Schedule A Time?
What Is The Trusted Coverage Legacy Plan
A relaxed, real conversation
Answers to your questions, big or small
The option to schedule a follow-up call if you want a full personalized Legacy Plan.
Frequently Asked Questions
About Family Protection
What if I already have a low mortgage rate?
Even with a great rate, most early mortgage payments go mostly to interest. This plan focuses on how much you pay over time—not just the rate—so you can eliminate debt faster and keep more of your money working for you.
Can I still keep my 401(k)?
Yes. We typically recommend keeping your employer match, but redirecting contributions above that into tools that offer more flexibility, tax-free access, and protection your 401(k) doesn’t provide.
Is this just about life insurance?
Life insurance is part of the strategy, but this is not a sales pitch for a product. It’s a complete plan designed to help your money flow better, reduce taxes, grow wealth, and protect your family—all in one.
How is this different from a traditional financial plan?
Most traditional plans separate everything, retirement, debt, savings, and focus on long-term results only. This plan connects the pieces and delivers short-term wins like cash flow, flexibility, and early debt payoff.
What if I don’t have a lot saved or invested yet?
That’s exactly why this plan can help. It’s designed for everyday families who want to build wealth without waiting decades or depending on market luck. We work with your real numbers to build something sustainable and powerful.
What happens if my situation changes?
The Legacy Plan is built to be flexible. If your income changes or you move homes, we can adjust the strategy to fit your new reality. You’re not locked into one path—we design it to grow and shift with your life.
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