At Legacy Talk with Alex, we believe financial success starts with education and the right mentorship. Our Financial Planning & Mentorship program is designed to help individuals, families, and aspiring professionals take control of their financial future.

Whether you’re planning for retirement, building tax-free wealth, or protecting your income, our licensed financial consultants provide personalized strategies tailored to your goals. We also mentor new and growing financial professionals—equipping them with the tools, mindset, and support to thrive in the financial services industry.

✅ Tax-Free & Tax-Deferred Wealth Strategies
✅ Life Insurance, Annuities & Retirement Planning
✅ Business & Legacy Planning
✅ One-on-One Financial Coaching & Team Mentorship
✅ Growth Opportunities for Agents & Entrepreneurs

Join a community dedicated to building legacies, not just income. Learn, grow, and create the future you deserve—with expert guidance every step of the way.