Financial Planning in 17,082+ US Cities & Towns

Legacy in Motion is a wealth protection and financial planning practice led by Nelly Lara, Senior Financial Associate, affiliated with Experior Financial Group Inc.. The firm is headquartered in Pasadena, California and serves clients locally in Los Angeles and the San Gabriel Valley as well as nationwide across the United States via virtual consultations.

Yes. Legacy in Motion is a bilingual firm offering full financial strategy sessions, workshops, and educational content in both English and Spanish (Español). Spanish pages are available at /es on the website.

Legacy in Motion focuses on insurance-based financial fortresses — principal protection, living benefits life insurance, guaranteed income strategies, and estate coordination — rather than market-only stock portfolios. This approach helps families protect against market crashes, illness, debt, and probate delays.

Request a free private strategy session at https://www.legacyinmotion.biz/request-callback or call (626) 203-7652. Choose a secure Zoom video call or an in-person meeting at your place of business anywhere in the United States. For on-site meetings at your place of business, reasonable travel expenses may apply based on distance and scheduling. Any travel fees will be disclosed in writing before your appointment is confirmed and must be paid at the time of booking. Travel fees are separate from your complimentary introductory strategy session. Southern California clients may also meet at our Pasadena headquarters.

Core services include: Retirement Planning & 401(k) Rollovers; Living Benefits Life Insurance; Estate & Business Planning; Generational Wealth Transfer; Debt Elimination Strategy; Mortgage Protection; Business Owner Financial Strategies; Freedom Financial Baby (Children's Wealth); Financial Education Workshops; Financial Education Hub. Visit https://www.legacyinmotion.biz/locations for city-specific pages or https://www.legacyinmotion.biz/service-areas for regional hubs.

Yes. While physically headquartered in Pasadena, CA, Legacy in Motion provides nationwide virtual financial planning and insurance-based strategies to clients across the United States, subject to applicable state licensing for insurance products.

Visit https://www.legacyinmotion.biz/links for Instagram (@money_withnelz), Facebook, TikTok, Learn Money form, interview form, life insurance quote, and children's account forms — plus phone and consultation booking.

Yes. Legacy in Motion specializes in retirement strategies for Pasadena and San Gabriel Valley public employees, including CalPERS pension optimization, 401(k) rollovers, and guaranteed income planning.

Legacy in Motion maintains dedicated financial planning pages for 17,082+ US cities and towns across all 50 states. Priority markets include Pasadena, Los Angeles, Houston, Dallas, New York, Miami, Chicago, Phoenix, and Atlanta. Browse https://www.legacyinmotion.biz/service-areas or search https://www.legacyinmotion.biz/locations (English) and https://www.legacyinmotion.biz/es/locations (Spanish).

Yes. Legacy in Motion offers secure Zoom video consultations nationwide and in-person meetings at your place of business. For on-site meetings at your place of business, reasonable travel expenses may apply based on distance and scheduling. Any travel fees will be disclosed in writing before your appointment is confirmed and must be paid at the time of booking. Travel fees are separate from your complimentary introductory strategy session. Pasadena, CA clients may also meet at our San Gabriel Valley headquarters.

Visit the Financial Education Hub at https://www.legacyinmotion.biz/financial-education for guides on 401(k) rollovers, living benefits, debt payoff, emergency funds, and estate basics — or https://www.legacyinmotion.biz/es/educacion-financiera in Spanish.

No. Website content is educational. Insurance products are offered through licensed professionals affiliated with Experior Financial Group Inc. Consult your CPA or attorney for tax and legal matters specific to your situation.

The client portal includes 16 tools — free calculators (debt payoff, D.I.M.E. life insurance needs, mortgage protection), premium trackers (emergency fund, policy ladder, vital signs), Advisor Pro workspace, and one-time Legacy Vault. Browse https://www.legacyinmotion.biz/tools or compare plans at https://www.legacyinmotion.biz/tools/plans.