Legacy
Leverage
Consulting
We work with Businesses and Individuals to help build and grow real wealth, the majority of which is tax free and tax deferred so that you can enjoy it now.
Our ExpErtise
We have dedicated teams of business consultants, lawyers, accountants, marketing and insurance experts, committed to helping individuals and businesses achieve their financial goals with personalized strategies and expert guidance to support building and protecting your financial legacy.
Tailored Solutions
Empowering Your Financial Journey
Legacy Planning and Asset Protection
Legacy Leverage Consulting specializes in building generational wealth, asset protection and maximizing tax deferral. Utilizing the benefits of a unique copy-written Spendthrift Trust, we can help you defer taxes on the gains of passive income, such as dividends, real estate, digital currency and business income. We help you put a titanium vault around your estate and holdings to protect them against judgments, levies and lawsuits.
Strategic Tax Advisory
Minimize tax burdens and maximize your savings through strategic tax planning. Our experts ensure you're informed of every legal strategy available to you and your business by using a strategic diagram called the "Trifecta" which organizes the three major areas of the tax and legal world.
Business Entity Setup & Maintenance Consulting
Comprehensive business setup ensures you start with a solid foundation for your business. Our consultants will work with you to understand your business goals and select the entity that is right for you. We will craft a roadmap for success. Our attorneys will guide you through the structure setup, legal obligations, tax structures, compliance measures and ongoing maintenance to keep your business on solid legal ground.
Employee Benefits & Retention Consulting
Unlock the full potential for your employees with our retention packages and programs. Whether you're looking to recruit or retain your trusted employees, we are here to provide personalized strategies and support for your individual business needs.
Healthcare Solutions Consulting
We help you navigate the complexities of healthcare plans, Medicare and Health Savings Accounts (HSA's) with our specialized consulting services. Our team is dedicate to customizing comprehensive strategies, that are specific to your situation. From personalized guidance on Medicare options to optimizing HSA utilization, we empower individuals and organizations with information to make informed decisions for a healthier future.
Testimonials
Jason Reynolds
"Working with Angela has been a game-changer for my business. She took the time to understand my needs and goals and created a comprehensive plan to help us achieve them. Thanks to Angela, I've not only reduced my tax burden but also created a roadmap to financial security. I can't thank her enough for her expertise and dedication."
Sarah Thomas
"I've always been skeptical about financial advisors until I met Angela Dean.
Her Trifecta approach is revolutionary. Angela showed me how to leverage tax strategies, solidify my investments, and protect my assets—all in one cohesive plan. It's like she's unlocked the secret to building wealth while keeping the IRS at bay.
I'm grateful for Angela's guidance; she's a true financial coach."
Aaron Podego
"Angela Dean is not your typical financial consultant; she's exceptional. Her Trifecta method transformed my financial outlook. Angela expertly weaved tax-efficient strategies, investment wisdom, and asset protection into a single, powerful strategy. I've seen my wealth grow steadily while minimizing tax headaches. Angela's commitment to her clients' success is unparalleled. I highly recommend her services to anyone seeking financial security and growth."
About Angela Dean
Angela Dean is not just a business consultant; she's a strategic architect in the realm of business and finance. Her exceptional ability to synthesize complex components into cohesive, functioning systems sets her apart as a leader in her field. Experienced in the corporate world, she excelled in managing projects and systems for many financial institutions. Angela's journey has lead her to collaborate with industry luminaries like Mark Kohler, where she has honed her skills in crafting innovative financial strategies that break the mold yet deliver tangible results for individuals and businesses with strategies and tools needed to build and protect their wealth.
Frequently Asked Questions
Below are some of Angela's most frequently asked questions
How can I create a personalized investment plan for my future?
Creating a personalized investment plan starts with a comprehensive assessment of your financial goals, risk tolerance, and current financial situation. I work closely with clients to understand their unique circumstances and aspirations. Together, we tailor a strategy that aligns with your objectives, whether it's wealth accumulation, retirement planning, or other financial goals.
How can I reduce my tax liabilities while maximizing savings?
Reducing tax liabilities while maximizing savings is at the core of what I do. I employ a combination of tax-efficient investment strategies, tax deductions, and credits to help you keep more of your hard-earned money. By structuring your finances strategically, we can minimize tax burdens while growing your wealth.
How can I align my investments with my financial
goals?
Aligning your investments with your financial goals requires a well-thought-out plan. I work closely with clients to identify your short-term and long-term objectives. Then, we create an investment strategy tailored to achieve those goals. Regular reviews and adjustments ensure your investments stay on track with your aspirations.
What retirement plan suits my financial situation best?
Choosing the right retirement plan depends on your unique financial situation, income level, and retirement goals. I offer expert guidance on selecting retirement plans like 401(k)s, IRAs, or even specialized options like utilizing life insurance for building wealth. By evaluating your circumstances, we can determine the best retirement plan to secure your future.
What is the best approach to managing and preserving my wealth?
Managing and preserving wealth involves a multifaceted approach. I provide comprehensive strategies that include asset protection, tax optimization, and wealth growth. By diversifying your investments, safeguarding assets, and minimizing risks, we can ensure your wealth remains robust over the long term..
How can I schedule an appointment with your financial consultants?
Scheduling an appointment is easy. You can reach out to me through the 'Contact' section on my website or give me a call directly. I offer phone and virtual consultations to accommodate your preferences and availability. Let's get started on your path to financial success today. Click here
Contact Us
+1 636-579-2260
angela@legacy-leverage.com
St. Louis, Missouri