Welcome to: BYOL

“Build your

own legacy”

Plan accordingly. maximize Protection. Build a lasting legacy.

our mission & Vision

In a world where money feels overwhelming and financial advice is often hard to trust, we believe it’s time to bring the conversation back to what really matters—your story, your goals, your legacy.

At BYO Legacy, we’re here to make financial planning feel personal again. We are dedicated to fostering a personalized approach to financial planning, with a focus on aiding clients in building their financial literacy. Our services encompass a range of critical areas, including life insurance, retirement preparation, estate planning, and debt solutions.

We distinguish ourselves by providing transparent guidance grounded in a commitment to care, comprehensive education, and practical experience, ensuring our clients feel supported and understood as they navigate their financial futures, transforming complex decisions into empowering steps towards lasting security and peace of mind.

Our mission is to empower everyday individuals to take control of their financial future with confidence, clarity, and purpose. Because building a legacy isn’t just for the wealthy—it’s for anyone willing to start.

We envision a future where more families are protected, more dreams are funded, and more people feel confident in the steps they’re taking towards building lasting impact—for themselves and their generations to come.

In a world where money feels overwhelming and financial advice is often hard to trust, we believe it’s time to bring the conversation back to what really matters—your story, your goals, your legacy.

At BYO Legacy, we’re here to make financial planning feel personal again. Whether it’s life insurance, retirement prep, estate planning, or debt solutions, we offer clear guidance rooted in care, education, and real-life experience—not pressure or jargon.

Our mission is to empower everyday individuals to take control of their financial future with confidence, clarity, and purpose. Because building a legacy isn’t just for the wealthy—it’s for anyone willing to start.

We envision a future where more families are protected, more dreams are funded, and more people feel confident in the steps they’re taking to build lasting impact—for themselves and the generations to come.


Your legacy isn't just a matter of chance; it's deliberately constructed through the accumulation of choices you make over time.

Securing your legacy involves safeguarding your family, planning for unforeseen events, and making informed decisions today that yield future benefits. It's not about having all the answers now, but rather demonstrating a willingness to begin the journey. We are committed to providing guidance at each stage, ensuring you're supported as you build a solid foundation for tomorrow.

Your Legacy Starts With You

Your legacy isn’t something that just happens—it’s something you build, choice by choice. At BYO Legacy, we believe everyone deserves the chance to create a future they’re proud of, no matter where they’re starting from. Taking control of your legacy means protecting your loved ones, preparing for the unexpected, and making smart decisions today that benefit you tomorrow. You don’t have to have it all figured out—just be willing to start. We’re here to guide you every step of the way.

we believe your financial future shouldn’t be left to chance—or just your employer’s benefits. Whether you're protecting your family with life insurance, preparing for retirement, or creating a long-term plan for generational wealth, we're here to help you take control. Our approach is personal, honest, and rooted in real-life experience. Because building your legacy starts with the choices you make today—and we’ll be with you every step of the way.

Let’s build your legacy together.

Ready to take control of your financial future? Fill out a few quick details, and we’ll promptly connect with you to begin crafting a plan that safeguards your family, expands your assets, and actualizes your legacy!