
Don’t Just Leave a Legacy Behind…


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“Don’t judge each day by the harvest you reap but by the seeds that you plant.”

For most of us it’s our estate; the financial foundation we create through a lifetime of work and accomplishments. We want to make sure our families are secure and protected financially.
What if there is something even more valuable you could gift to your family, friends, community and even the world? Something so powerful it will live on long after you’ve passed away and touch more lives than you could possibly imagine?
What if you could provide financially for your family AND create an undeniable impact on everyone you meet? What if you could leave a legacy behind AND live an even more powerful legacy NOW?[/text_block]

In order to live your legacy now, you need to have
your money handled and your financial plan on track.

Legacy Shifters Offers Education On:

- How to visualize your financial future and create a plan to achieve it
- How to talk to your children about money so they’re better prepared for their future
- The skills to manage your money effectively so you can succeed
- How to help your employees reduce their #1 stressor so they can be healthier and more productive
- How to create a life of extraordinary experiences rather than a bunch of material possessions
- How to save for retirement, protect your family AND still enjoy life now

We have programs available for individuals, families, companies, community groups and non-profits.

Join Our Exclusive SHIFT Membership Program
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Clarity of Purpose
Visual Map to Success

Start with one of our signature ENVISION Day Programs


ENVISION Days are a great, low-cost way of beginning a financial wellness program. Here’s what you’ll experience…

“Do not save what is left after spending,
but spend what is left after saving.”
– Warren Buffett
Saving money is at the core of living the life of your dreams. But you shouldn’t feel deprived because you’re saving. Learn how to budget properly, spend efficiently and enjoy the experiences that truly matter.
We help you communicate in a healthy way about money and finances. We give you the tools to discuss your children’s financial goals and how to achieve them. We help you create a plan to thrive, regardless of life’s unpredictability.[/text_block]

“I wish I’d had the courage to live a life true to myself,
not the life others expected of me.”
The big TV’s, the McMansions, the fancy sports cars, the latest fashions and the coolest toys don’t make you happy. Studies show that unique experiences have a much greater impact on your happiness that possessions.
We teach you how to start enjoying all the wonderful adventures on your Bucket List – stop waiting for someday.[/text_block]

Money and finances are a perfect opportunity for visualization. It helps us focus, plan and act on making our desires a reality.[/text_block]

Join Our Exclusive SHIFT Membership Program
Click for More Info

Companies save $3 for each dollar they spend on financial wellness for their employees.

Consumer Financial Protection Bureau report

Impact of Financial Stress on Employee Productivity

- 83% of employees surveyed say personal financial challenges have impacted their overall employee performance.
- 87% of employees say their companies should play a role in helping them prepare for their financial futures.
- 90% of large firms believe financial solutions will be a standard element of a benefits package in the next 10 years.

- 95% of workers believe it’s important to be financially literate when it comes to their own understanding of financial products and services
- Only 35% say they are moderately or extremely knowledgeable
- Just 28% call themselves confident in their own ability to make important financial decisions
- 70% of workers are seriously concerned, if not seriously worried, about their finances.
- 47% of Americans cannot cover a $400 emergency expense without borrowing money or selling something
- 46% of Americans die with less than $10,000 in assets
- 31% of Americans went without some form of medical care in the last year because they couldn’t afford it
- 31% of non-retirees have no retirement savings or pension


Let’s talk so you can discover what’s possible and how you, your company and employees can benefit from creating a healthy money experience and help them secure their futures.[/text_block]

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Latest Financial Tips
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Experienced Team
We’re here to help you in any way that you need. Get all your questions answered.
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Helpful Community
You’re not alone on your journey to living your legacy now. Join others and succeed.
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Phone Support
Call us anytime. You shouldn’t have to wait when you need help.

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Free Strategy Session
Sign up for a free 30-minute financial strategy session with financial expert Kris Miller.
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Financial Resources
Access a range of financial tools to help you succeed with your plan.
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Personal Attention
We respect your privacy and maintain the highest levels of confidentiality.
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100% Satisfaction
Your success is our top priority. We insist that you are completely happy.

Hemet, CA 92543
(951) 926-4158
support@legacyshifters.com[/text_block]

Tia@LegacyShifters.com[/text_block]

Kris@LegacyShifters.com
CA LDA 000041 Riverside County
Exp. 10/15/22
CA Insurance #OC25427
I am not an attorney. I can only provide self help services at your direction.[/text_block]