Welcome And Thank You For Taking The First Step
We’re excited to learn more about you. These next few questions help us prepare to make the most of your discovery call — so we can hit the ground running with clarity and purpose.
(You can skip any questions you’re unsure about.)
What step am I on?
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Step 1
Submit Your Inquiry
These few details are enough to point us in the right direction.
Step 2
We Review Your Info
Your responses help us carefully consider the strategy that makes the most sense for your goals.
Step 3
Schedule Your Discovery Call
Choose a time that fits your schedule and help us prepare by answering a few more important questions.
Step 4
Meet & Get Approved
We’ll review your strategy, answer your questions, and help you get qualified for that final approval.
Preparing for
Your Discovery Call
Answer a few more quick questions so we can make the most of our time together.
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You’re In the Right Place If Any of This Sounds Like You…
01
You Want a Clear Plan
You’re ready to stop guessing and take confident steps toward a secure future.
02
You Value Expert Guidance
You want a trustworthy partner who understands the big picture and the details.
03
You Crave Simplicity and Transparency
You’re done with confusion. You want financial strategies that are simple, clear, and tailored.
Built on Trust & Proven Expertise
Independant Firm
We're an independent firm, free from ties to any single product provider. This empowers us to offer unbiased solutions tailored precisely to your needs, without corporate quotas.
Chartered Life Underwriter
We hold the CLU® designation, representing advanced expertise in life insurance and its strategic uses. This means you receive sophisticated, tax-efficient solutions to protect your family and plan your legacy.
Member of NAIFA
As members of the National Association of Insurance and Financial Advisors (NAIFA), we commit to the highest ethical standards. This means you partner with professionals dedicated to ongoing education and advocating for your best financial interests.
Client-Centric Philosophy
At JS Legacy Partners, our focus is always you. We take the time to understand your unique aspirations and challenges, building personalized strategies that put your goals at the heart of every decision.
