We Believe the IRS Works Hard to Crush the Fun of Success for High Achievers.
Imagine this: You're holding a pie — it’s all the wealth you’ll build from now to retirement. You must cut a slice for the IRS. If it were up to you, how big would that slice be?
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Learn About Life Insurance and Wealth Building Strategies
Ditch "common advice." Discover the tax and investment secrets of the wealthy — revealed in our free audiobook!
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Schedule a Financial Strategy Session with Steve Schlake
Go beyond the basics! Learn to take control of your finances with this FREE training video.
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Apply to Work With Us and Get a FREE Financial Audit
Reach your financial summit. Make even smarter moves with the real-time help of A Financial Professional Who Gets It.
Claim Your Free “The Napkin Method” Audio Book.
Discover How to Access, Control and Leverage Your Capital While You Build Wealth.
ALLOW ME TO LET YOU IN ON A LITTLE SECRET...
There are specific financial programs that the government doesn’t want you to know about. Financial strategies are utilized only by the wealthy, and it’s one of their best kept secrets.
Thought Leaders are actively deceiving the public, and they know about it, but their response has been ‘the public is too stupid to understand’ so they continue spouting inaccurate financial information that leaves people paying a fortune in taxes, unprepared or ill prepared for retirement, and unable to get the benefits they’ve poured hundreds of thousands of dollars into.
The worst part of it all is that most people don’t even know they’re being misled. They have no clue that there are financial loopholes that can guarantee their retirement and that their legacy won't be stolen by the government when they pass it on to the next generation.
SO HOW DO I MANAGE MY MONEY LIKE THE WEALTHY?
MY NAME IS STEVE
Hello I'm Steve Schlake the founder and CEO of Legacy Builders. We are more than just a financial services company; We're a beacon of hope and empowerment for individuals and families seeking to secure their financial future and leave a lasting legacy for generations to come.
Our team is dedicated to providing personalized financial planning and investment strategies tailored to your unique goals and aspirations.
HOW CAN YOU KEEP
MORE OF YOUR CAPITAL?
Our Simple Illustrations Will Help You Quickly Understand The Financial Game.
Have Money In The Right Buckets.
There are 4 buckets that you can put your money into. Taxed now, taxed later, not taxed, and tax free. Do you have your money in the right buckets? Most people don't and they don't even know that they will pay when they descend into retirement...
Ensure You Are Prepared For The Descent After Retirement.
Most people only focus on the ascent towards retirement and following traditional retirement planning, it's all about getting as much as you can have while ignoring how those funds will be taxed after retirement.
Have The Right TAXATION LEVERAGE.
There is only one section of tax code that allows you to control the knife (the amount of taxes taken from you) in the distribution phase. If you do not have control of this knife, you have no control over your taxation amount as you descend the mountain.
Keep More of Your Financial PIE.
If you were holding a pie, and that pie represents all the income you will earn between now and retirement, and you got to cut out a slice of that pie and that slice represents the amount of money you give to the IRS.... How big would you make that slice?
CHECK OUT THE LEGACY BUILDER’S CORE
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What if Your Policy Could Fund Retirement Tax-Free?
Maximizing Retirement Benefits with Cash Value Loans. When planning for retirement, it’s crucial think about income but also how that income will impact other benefits, such as Social Security. One powerful overlooked tool for retirement planning is borrowing against the cash value of your…
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How Do Loans Against Cash Value Help with Retirement?
Leveraging Loans Against Cash Value for a Secure Retirement When you think about planning for retirement, loans might not be the first thing that comes to mind. However, loans against the cash value of your whole life insurance policy can be a powerful and flexible tool for creating a…
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Can Life Insurance Ensure I Never Run Out of Money?
Can Life Insurance Guarantee a Lifetime of Income? One of the biggest fears about retirement is running out of money. With longer life expectancies and the rising cost of living, ensuring a secure income throughout your retirement years is more important than ever. Whole life insurance can be a…
HEAR WHAT OUR CLIENTS ARE SAYING
Hollie Clere, Social Media Strategist
After having had a bad experience with a financial person in the past, I asked Steve some hard questions before even introducing him to my husband. Most of it had to do with trust, focus and decisions we had gotten hurt with in the past. Steve not only paid attention to every detail to the aspects to my questions but showed me where we had made some great choices and talked about the importance of each decision. He nis relationship focused. When my husband met him, Jer’s demeanor switched from debate to encouragement. Steve’s presence alone made my husband comfortable and they visited about a lot of aspects of things.
Greg Peterson, Founding Partner
Steve was excellent to work with. His different approach at looking at money was an eye opener to us. We will continue to work with Steve in the future and highly recommend having Steve involved when it comes to investing.
Edward Hilton, Chief Technology Officer
Steve has exceeded all of my expectations. He provided education, experience, excellence and integrity! This is so important when working with a client's personal finances. As a school educator I appreciate his focus on education so that I could make the most informed financial decisions. I have a much clearer understanding of banking, finance, and investment now, and this will help my family currently and in the years to come. Thank you Steve and kudos to the Mountain Financial team!