HERITAGE PROTECTION SOLUTIONS
Hello everyone, I'm Aaron!
I help families find expense gaps so they can discover more income and protect what they are building.
My process is the Leak to Legacy Method.
Find the leak.
Redirect the leak.
Protect the gain.
The Family Legacy is my mission to protect.
If you are here for the checklist, Click "Send me the Checklist" below.
If you are here for the opportunity, comment TEAM and I will share the Leader Launchpad and we can set a quick intro call.
Retire Earlier With More Money
Short emails. Clear steps. Real strategies the wealthy use, simplified for everyday families.
The Wealthy Playbook for Families, simplified
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Educational content only. Not investment or tax advice.
GROW YOUR NET WORTH FASTER WITH SIMPLE WEALTH TACTICS
Real world strategies the wealthy use, simplified for everyday families
THE BEST SYSTEM SINCE (BTID)
BUY TERM INVEST THE DIFFERENCE
Why it feels like BTID on steroids?
It keeps the protection philosophy of BTID You are not replacing the need for coverage. You are building the plan with protection and long term wealth strategy working together.
It aims to reduce taxes and improve retirement efficiency.
The strategy is built around tax advantage planning and access rules, not just hoping the market is up when you retire.
It becomes a math conversation instead of a sales conversation We use technology that compares an indexed strategy to other retirement account types and highlights the potential impact of fees, taxes, and retirement income. That is why clients stop asking “what is the least I can put in” and start asking “what is the most I can fund.
PROTECTING THE FAMILY'S LEGACY.
THE HOME THAT ONLY EVER FELT LIKE HOME
Protection plus guarantees, not hope . Families feel peace because the plan is built to protect the family and create stability. It is not just about chasing returns. It is about having the family protected, having guarantees on their money, and capturing market style gains without taking the downside risk.
Liquidity so the family is not forced to sell the home. One of the biggest reasons families lose a home after a death is lack of cash at the exact moment it is needed. Families use this strategy to create immediate liquidity so the family can handle things like payoff needs, taxes, and expenses. The home stays in the family.
This is where legacy becomes practical, not just emotional.
A clear plan, plus ongoing guidance, the legacy stays intact. Families get peace of mind because we set the expectation that if anyone questions the plan, they call us first, and we walk the family through the numbers and the structure again.
That reduces confusion, prevents emotional decisions, and helps keep the plan in place long term.
HOME PROTECTION AND LEGACY PLANNING SUPPORT
PROTECT YOU HOME AND COORDINATE THE FINANCIAL PIECES THAT SUPPORT YOUR ESTATE PLAN
A clear plan so the home transfers the way you intended.
We set this up so if something happens, the home is not left in limbo. The plan is designed to deliver the funds that can pay off the mortgage, so the property can transfer cleanly and your family can keep the home without financial strain or uncertainty. Avoid Probate.
Liquidity at the right time so the home does not get sold under pressure. This is about having cash available immediately, not months later. The goal is to eliminate or reduce the mortgage and create usable income so your family can cover day to day bills, repairs, and life expenses without being forced to sell the home to stay afloat.
Long term stability so your family has payoff plus ongoing income,
Paying off the house is step one. The bigger win is what happens after. With the mortgage gone, the family’s monthly obligations drop, and the strategy is designed to leave them with more available income and breathing room so they can stay stable while the rest of the plan continues building.
Important note
Results depend on the exact product design, carrier rules, your health and underwriting, funding level, time horizon, and future tax law. This is education, not tax or investment advice.