aaron@elitelegacyplanners.com
(602) 350-1146
Elite Legacy Planners
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VIDEO LIBRARY

Your Retirement Tax Strategy

Four Questions To Protect Your Retirement Savings

Indexed Earnings Hedging Explanation

You've Made A Good Decision

``Safe Money`` Retirement Contracts

Indexed Earnings Reset Explanation

Guaranteed Lifetime Income Contracts

Retirement Savings Without Investment Losses

Indexed Earnings Credit Rate Explanation

Your Home Equity = Tax Retirement Free

Cash Reserve Portfolio Liquidity

Tax Free Retirement Income Plan

How To Finance The Cost Of Business Life Insurance

One Plan For A Lifetime Of Financial Security

Safe Money Tax Free Retirement

``End Of Life`` Legal And Financial Considerations

Become Your Own Banker

Safe Money Alternative To Bank CDs

01. Kai-Zen: Built For Rising Interest Rates

04. Kai-Zen: For Physicians

07. Kai-zen Explained In 60 seconds

10. Kai-zen: A Mortgage Analogy

13. Kai-Zen: Intro - Executives

02. Kai-Zen: As An Alternative To Fixed Assets

05. Kai-Zen: The Greatest Wealth Transfer

08. Kai-Zen: Recruit And Retain

11. How Kai-Zen Works

14. Everything you wanted to know about Kai-Zen

03. Kai-Zen: For Executives

06. Kai-Zen: The Next Big Thing You Don't Want To Miss

09. Kai-zen: for individuals Earners

12. What People Are Saying About Kai-Zen

Mission Statement

Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.

Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.

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Contact Info

(602) 350-1146
aaron@elitelegacyplanners.com
25509 N 140th Dr Surprise, AZ 85387

WARRANTIES & DISCLAIMERS

Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo. sec.gov and search by our firm name or by our CRD #175083.

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