Legacy DLC

A Legacy Built on Trust and Expertise

Legacy DLC, Inc. is a trusted financial planning firm dedicated to empowering individuals and couples to safeguard their financial future and establish a lasting legacy for themselves. Founded on biblical principles and financial expertise, we believe in providing personalized guidance and implementing tailored solutions to meet your unique needs and aspirations.

Who We Are

David and Lisa Camacho, the founding partners of Legacy DLC, Inc., are passionate about helping clients achieve financial clarity and security. With extensive experience in asset management, retirement planning, and estate preservation, they guide individuals through every step of the planning process with compassion and clarity. They take the time to understand your unique goals, concerns, and financial situation to create a personalized roadmap towards your financial goals.

1. Wills & Living Trusts

• Ensure your assets are protected and distributed according to your wishes.
• Create a comprehensive estate plan customized to your specific needs and circumstances.
• Proactively address potential legal and tax implications with trust structures.

2. Retirement Planning

• Analyze your retirement accounts and investment strategies.
• Develop customized plans to maximize your retirement savings and minimize tax burdens.
• Provide guidance on strategies for income generation in your golden years.

3. Tax-free Income Planning

• Explore proven strategies to generate passive income without jeopardizing your investments.
• Discover methods for securing your financial future even in turbulent market conditions.
• Learn how to leverage tax-advantaged accounts and investments to optimize your wealth growth.

More Than Just Planning

Legacy DLC, Inc. provides more than just financial guidance. We are committed to empowering our clients through education and support. We offer:

• Free educational videos: Access valuable insights on various financial planning topics.
• Stress Test: Evaluate your preparedness for unexpected circumstances.
• Beneficiary Liquidity Plan: Learn how to effectively manage final expenses and ensure financial security for your loved ones.

Partnering with Legacy DLC, Inc. means

• Personalized and collaborative approach to financial planning.
• Access to experienced financial professionals.
• Comprehensive and transparent communication throughout the process.
• A commitment to ethical practices and upholding the highest industry standards.