What We Do
At SJS Legacy Builders, we empower high achievers to keep more of what they earn by unlocking strategic tax-saving tools, cash flow systems, and legacy-building blueprints used by the wealthy. Through customized financial coaching, access to A-rated insurance solutions, and actionable wealth strategies, we help our clients create secure, tax-efficient income streams—without relying solely on traditional retirement plans. If you're ready to grow, protect, and leverage your wealth like the top 1%, you're in the right place.
Tax-Smart Wealth Building
We help you implement advanced strategies the wealthy use to grow and protect their money—without overpaying the IRS. Through personalized planning and legal tax-saving structures, we minimize your liabilities and maximize your capital. You’ll stop following outdated “common advice” and start playing the game at a level designed for high performers.
Cash Value Banking & Income Planning
Discover how to use life insurance like a private bank. Our system teaches you how to access, control, and leverage your capital during both accumulation and retirement. We help you turn your policy into a tax-free income stream, sidestep market volatility, and keep your money working even while you borrow against it.
Legacy Creation & Generational Wealth Transfer
Your success shouldn’t end with you. We design tailored plans to protect your wealth and pass it on—tax-efficiently—to the next generation. From setting up structured policy loans to building family trusts and charitable giving strategies, we make sure your legacy reflects your values and impact long after you’re gone.
