Build Wealth. Protect Assets.
Create a Legacy That Lasts for Generations.
A mentor recognizes the gifts, talents, and abilities within you before you fully recognize them yourself and helps you turn that potential into results. Sometimes the biggest obstacle to success isn't a lack of talent—it's a lack of perspective. Amentor helps you recognize your strengths, avoid costly mistakes, and unlock the next level of your growth.
upgrade to legacy builder program
Gain the Strategy, Structure, and Support Needed to Protect What You've Built, Grow Your Wealth, and Leave a Legacy That Lasts for Generations.
The Ultimate Wealth, Business & Legacy Creation Experience
The Legacy Builder Program™ is the highest level of coaching and strategic guidance offered by Maxx Finances. It is designed for serious entrepreneurs, business owners, professionals, and families who want more than financial success—they want to build, protect, and transfer wealth for generations.
The Legacy Builder Program is for individuals who are ready to:
✓ Build Generational Wealth
✓ Protect Their Assets
✓ Scale Their Business
✓ Create a Family Legacy
✓ Implement Proven Strategies
✓ Leave a Lasting Impact
THE SOLUTION — What’s Inside the Legacy Program
High-Touch, Personalized Guidance: 15 in-depth sessions 60 minutes each, designed to unlock your greatest potential.
Quarterly Legacy & Business Planning Review: Stay aligned with your goals and recalibrate as your vision evolves.
Full Strategic Support: Trust planning, business formation, funding strategy, and more, all customized for your goals.
Expert Document Review: Trusts, LLCs, funding plans are reviewed and refined for maximum impact.
Lifetime Legacy Strategy Template: Your personal blueprint for generational wealth and success.
Unlimited Email Support: Direct access during engagement for questions, guidance, and momentum.
VIP Scheduling: Priority booking to ensure your plans stay on track.
What Pain Points Does the Legacy Builder Program Address?
What Makes the Legacy Builder Program Stand Out?
Focus on Implementation- Most people have enough information. What they lack is:
• Direction
• Accountability
• Execution
The Legacy Builder Program focuses on helping you implement proven strategies rather than simply collecting information.
Build a Legacy, Not Just Income- Most programs focus on helping you make more money. This program focuses on helping you:
• Protect what you've built
• Grow what you've earned
• Transfer wealth intentionally
• Create opportunities for future generations
Direct Access to Maxx Finances- Receive high-level coaching and strategic insight designed to help you:
• Make smarter financial decisions
• Avoid costly mistakes
• Accelerate growth
• Build confidence in your next moves
Personalized Legacy Blueprint- Every participant receives a customized strategy based on:
• Current income
• Business structure
• Assets
• Family goals
• Wealth objectives
• Legacy vision
No cookie-cutter plans. Everything is built around your specific situation.
The Most Comprehensive Program Maxx Finances Offers- This is not simply coaching. This is a complete wealth-building and legacy-planning experience that combines:
• Business Growth Strategy
• Tax Planning & Optimization
• Trust Education & Implementation Guidance
• Asset Protection Strategies
• Credit Building & Business Funding
• Wealth Transfer Planning
• Life Insurance & Legacy Strategies
• Business Structure Optimization
• Personal Financial Coaching
• Accountability & Implementation Support