Secure Zoom Consultation
Private video strategy sessions from anywhere in the United States — ideal for busy professionals and nationwide clients.
Nationwide Service · Pasadena, CA Headquarters
Financial Fortress Planning for Phoenix Residents
Retirement rollovers, living benefits, and estate strategies — Zoom or in person at your Phoenix-area business.
Lead Advisor
Nelly Lara
Headquarters
Pasadena, CA
Full-Service Planning
10+ Core Strategies
Education-first financial planning — products only after you understand your options Education hub →
How We Meet With You
Serving Phoenix and all of the United States — choose the format that fits your schedule.
In Person at Your Place of Business
Meet at your office, practice, or workplace by appointment — subject to availability. Travel fees may apply; see disclosure below.
Pasadena Headquarters (Southern California)
Meet at our San Gabriel Valley headquarters for local families, public employees, and CalPERS-focused planning.
On-site visit notice: 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.
Insurance products offered through licensed professionals affiliated with Experior Financial Group Inc. This website is for educational purposes and does not constitute personalized tax, legal, or investment advice.
Local Challenges We Address in Phoenix
- Retiree income stability in a growing metro
- Healthcare and long-term care cost planning
- Tax-efficient wealth transfer for Arizona families
Services for Phoenix Families
Insurance-based financial fortresses — not market-only stock picking.
Retirement Planning & 401(k) Rollovers
Secure Zoom sessions, in-person meetings at your place of business, or Pasadena HQ for Southern California — personalized for AZ and nationwide households.
Living Benefits Life Insurance
Secure Zoom sessions, in-person meetings at your place of business, or Pasadena HQ for Southern California — personalized for AZ and nationwide households.
Estate & Business Planning
Secure Zoom sessions, in-person meetings at your place of business, or Pasadena HQ for Southern California — personalized for AZ and nationwide households.
Generational Wealth Transfer
Secure Zoom sessions, in-person meetings at your place of business, or Pasadena HQ for Southern California — personalized for AZ and nationwide households.
Debt Elimination Strategy
Secure Zoom sessions, in-person meetings at your place of business, or Pasadena HQ for Southern California — personalized for AZ and nationwide households.
Mortgage Protection
Secure Zoom sessions, in-person meetings at your place of business, or Pasadena HQ for Southern California — personalized for AZ and nationwide households.
Client Success Stories — Valley of the Sun
Secure Zoom Strategy Session — Phoenix
A Phoenix professional wanted fiduciary-style guidance without switching to a market-only stock advisor.
Outcome: Delivered a virtual financial fortress review with retirement, living benefits, and estate recommendations tailored to their state.
On-Site Business Consultation — Phoenix
A Phoenix business owner preferred a confidential session at their workplace rather than traveling to an advisor office.
Outcome: Conducted an in-person financial review at their place of business, then followed up via secure Zoom for implementation.
Nationwide 401(k) Protection
A client approaching retirement sought principal protection after years of market-exposed 401(k) growth.
Outcome: Rolled funds into tax-advantaged vehicles designed to participate in upside while limiting downside exposure.
Financial Planning FAQ — Phoenix, AZ
Does Legacy in Motion serve Phoenix, AZ?
Yes. Legacy in Motion serves Phoenix, Arizona and the surrounding region (Valley of the Sun). The firm is headquartered in Pasadena, CA. Book a secure Zoom session or in-person meeting at your place of business at https://www.legacyinmotion.biz/locations/arizona/phoenix#consultation or call (626) 203-7652.
What financial services are available in Phoenix?
Services for Phoenix clients include Retirement Planning & 401(k) Rollovers, Living Benefits Life Insurance, Estate & Business Planning, Generational Wealth Transfer, and more. Legacy in Motion specializes in retirement planning, living benefits life insurance, estate planning, and generational wealth strategies.
How do I find a bilingual financial advisor near Phoenix?
Legacy in Motion provides bilingual (English/Spanish) financial strategy sessions. Visit /es/locations for Spanish city pages or request a consultation in your preferred language.
Can I meet via Zoom or at my workplace in Phoenix?
Yes. Choose a secure Zoom consultation or an in-person meeting at your place of business in Phoenix, AZ. 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.
Speak with an Advisor Serving Phoenix
Request a complimentary consultation. We serve Phoenix, Arizona, and clients across the United States from our Pasadena headquarters.
