It's not "if" you can work with us... it's "how". If you pay taxes, need assets protected, or don't have a plan in place and need one, you qualify; it just depends on your specific scenario.

While we work with everyone equally who we know we can benefit, we ideally work with those who pay 6+ figures in taxes per year, or who have the equivalent in open exposure in the realm of asset protection being needed. We work with billionaires, athletes, doctors, actors, business owners, entrepreneurs, investors, and W2 earners of all kinds.

Ideally, we like to work with individuals or companies that pay 7-8 figures in taxes per year.

After speaking with us and submitting your documentation along with the Confidential Questionnaire that will be provided to you post-call, the team will prepare a Confidential Report that will have a guaranteed figure of tax savings. If you decide to work with us, and fully participate, you will achieve these results.

Our Idaho office is reserved exclusively for our internal team; however, visits may be accommodated under special circumstances. Please contact us in advance to discuss your needs.

The process begins by filling out the form on our website. If you qualify, you'll be directed to our booking page to schedule your Strategy Session. After booking your session, you’ll gain access to the Plan of Action video, which provides a comprehensive overview of our model, what we do, and how we deliver value. It’s essential to watch this video in full and complete the form on the Plan of Action page.Once completed, you’ll attend your Strategy Session with your Wealth Coach. During this call, your coach will gain an understanding of your unique circumstances and collect your initial retainer, granting you access to the Confidential Questionnaire. This document must be completed, along with the submission of your tax returns and financial documents.Using this information, our team will prepare your Confidential Report, which includes guaranteed tax savings and a Personalized Wealth Plan tailored to your goals. If the plan aligns with your needs, we’ll collect the Initial Fee and begin our 12-month partnership to implement the outlined strategies.You can expect to spend 3–4 hours per month with us, including participation in 12 monthly coaching calls and working together to fully execute the strategies for life-long financial success.

You’ll begin experiencing results as soon as you start implementing the strategies outlined in your Personalized Wealth Plan alongside your Wealth Coach.

To receive your Confidential Report, which includes your guaranteed tax savings amount, a comprehensive 30-page collection of custom-tailored strategies, your Personalized Wealth Plan, the Getting Paid to Pay Your Bills & Taxes™ Report, and the Coaching Agreement, a fee of $997.00 is required to cover administrative costs and preparation time.If you decide that partnering with us is the right choice, you will then pay the Initial Fee, which is 50% of the guaranteed tax savings outlined in your report. Additionally, our diminishing pay scale applies over the next four years, directly reflecting the tax savings generated by our strategies.This structured approach ensures you receive maximum value while building a lasting financial foundation.

The strategies we teach and implement are built on over 20 years of proven results, and we have yet to see any other group or company offer the specific methods we’ve developed. Every strategy has been rigorously tested by our team and inner circle, ensuring effectiveness and reliability. Additionally, all methods are reviewed and approved by licensed attorneys and CPAs. As technology and tax codes evolve, we continuously refine and adapt our strategies to stay ahead and deliver the best outcomes for our clients.

Click the green "Book Your Qualification Call" button on our website or complete the form. If you qualify, you’ll be directed to our booking page to schedule your Strategy Session.

Collectively, our clients have saved over a billion dollars by implementing our tax savings, asset protection, and wealth-building methods. Individual results vary based on each client’s unique circumstances.

If partnering with us doesn’t result in a win for you, we part ways—no questions asked.

The following is taken directly from our Coaching Agreement: REFUND POLICY. All refund requests must be received in writing by the Coaching Support Department of Legacy Wealth Building, LLC at [email protected] and acknowledged by the same to begin the refund process.100% MONEY REFUNDED IF: Client’s refund request is received within 3 business days of purchase, Client has not had a single coaching session, and any product provided is returned to us in unopened and mint condition, with no strategies implemented or utilized.100% NO-CURE, NO-PAY GUARANTEE: Client can receive a prorated refund in the amount equal to the difference between the Initial Payment and the amount realized from the Services if both of the following conditions are met:Twenty four (24) months have elapsed from the date LWB received the Initial Payment from Client, and the Client has yielded a net benefit from the Services less than the Initial Payment amount; andClient has adhered to all of the stipulations in Section 8 of this Agreement, Participation and Attendance in the timeframes discussed and mutually agreed-upon by both Parties during the intake process.

Proper entity structures designed to maximize tax savings in full compliance with IRS tax codes.

Asset protection measures ensure that, in the event of a lawsuit, your personal and business assets remain secure and inaccessible. These measures also provide safeguards in the event of the loss of key individuals within your organization. Tax planning focuses on optimizing your tax liability to achieve the maximum allowable savings under IRS tax regulations.

Infinite Banking is rooted in the groundbreaking strategies of R. Nelson Nash, author of Becoming Your Own Banker. Gabby had the privilege of mentoring directly under Nelson for 10 years prior to his passing and has since significantly evolved the concept. Utilizing Infinite Banking as a financial framework for cycling personal or business revenues has consistently proven to be the only method that simultaneously maximizes tax savings, outpaces inflation, generates compounding tax-free dividends, and protects assets during your lifetime and for your legacy after.

Yes, leveraging Infinite Banking with Legacy Wealth Building's strategies offers unparalleled asset protection and principal preservation benefits, surpassing any other known methods.

Our team includes a former internal auditor who co-signs every Personalized Wealth Plan we deliver to our clients. When you choose to work with us, you can trust that we have your back. Our licensed professionals are prepared to advocate for you if needed. Having successfully navigated numerous audits—both internally and on behalf of our clients—our strategies have consistently proven to be effective and reliable.