America's 250th · A July 4th Release · 1776–2026

This July 4th, stop following
money advice that wasn't written for your life.

You've collected more money advice than you could ever use — and half of it contradicts the other half.

Worse, it's built for someone else's income, someone else's taxes, someone else's goals. Never yours.

Until now we only did this for private clients. For July 4th, you can get yours for $1,776.

Build My Wealth Plan · $1,776

What you receive

A 25-page wealth plan built from your actual numbers.

You send us your actual numbers across income, taxes, retirement, business, and real estate, and we build a 25-to-30-page plan around what genuinely applies to you. The moves that don't fit get thrown out, and what's left gets mapped across the next 12 months, in the order you should actually run it.

Prepared For You

Cover of a real Comprehensive Wealth Plan, shown as a specimen with the client's name redacted

We've built hundreds of these for W-2 earners, business owners, two-income families, and people clawing their way back after a rough year. We run your numbers, find the moves hiding inside them, and put those moves in the order that gets you the most, the soonest.

Typical year one
$79,114

What a typical plan finds in year one: taxes, retirement, business, and cash flow only

With real estate added
$312,861

What plans often reach once real estate, a spouse's income, or more cash gets pulled in

All-time record
$939,433

Our biggest plan ever. One family's numbers, sequenced correctly.

The plan helps you reclaim your own money and multiply it.

Where it all goes

You did the work. So why don't you feel ahead?

You crossed six figures and figured life would feel different by now. Instead the money's gone before you can do anything with it, April stung worse than the year before, and if someone asked you to point to the wealth you're supposedly building, you'd have a hard time finding it.

You've put in the effort. You've saved the threads and watched the videos. One guru tells you to max the 401(k), the next says skip it and buy rentals, a third swears you kill every dollar of debt first. Every one of them is right for somebody out there. The trouble is that none of them are looking at your situation.

Some of this is just how the system is built. Earn well on a W-2 or 1099 and, between federal, state, and payroll tax, someone in California, New York, or New Jersey can lose 40 to 50 cents on every dollar before it ever hits their account. That's months of every year working for the government instead of for your own family. The tools to bring it down are real and completely legal, but nobody at your job is going to walk over and set them up for you.

Your CPA won't catch it either. Most CPAs get paid to file last year, and planning next year was never part of the deal. By the time yours opens your return in March, every window that mattered closed back in December.

The people who keep more of what they earn work from the exact same tax code you do. Plenty of them earn less than you. The only real difference is that someone sat down, mapped their numbers, and showed them which moves applied, what to do first, and what to leave alone for now. Set up the entity before the retirement plan, or after? Fund the HSA before the Roth, or the other way around? Get the order wrong and you can undo your own hard work. Most people fall behind for one reason: no one ever told them what to do first.

One client in El Paso was sitting on $60,448 buried inside his own numbers, and $37,448 of it was pure tax savings from a single year of moves run in the right order. That money had been going straight to the IRS for years, for no reason other than nobody had ever run his numbers and handed him the order. That's the gap, and it's one you can close.

Meet Preston Seo

I built this because nobody ever built one for me.

I come from a middle-class, first-generation immigrant family. My parents came from Korea with almost nothing. They worked 14-to-16-hour days running a restaurant and a t-shirt shop. No trust fund. No shortcuts. When I finished college, I had no real clue what to do with money.

So I did the "right" thing and took a corporate sales job, and I hated it. Living for the weekend, asking permission to take a day off, staring down 40 more years of the same. So I started learning everything I could about taxes, investing, and real estate.

The more I learned, the more I saw: rich people were doing something simple: they just knew which boxes to check, in which order. I had to learn that same playbook. By 28, my wife and I were financially free and walked away from our jobs. Since then we've built a $15M+ real estate portfolio from scratch.

Now we've got two boys, and life looks nothing like a 9-to-5. Every high earner I knew kept asking: what do I actually do, and in what order? This plan is that answer on paper, so you don't spend ten years learning it the hard way.

Age 28
Reached financial freedom
$15M+
Real estate portfolio, from scratch
Hundreds
Wealth plans built for clients
"I spent ten years learning which strategies actually work, which ones to skip, and what order to run them in. This plan saves you that decade — a step-by-step roadmap of exactly what I'd do in your situation." Preston Seo · Founder, Legacy Investing Show
Preston Seo with his wife and their two sons
Preston, his wife, and their two boys.
What you walk away with

You'll finally know exactly where your money should go next.

All 25 to 30 pages are built from your own numbers, mapping your moves month by month across the next 12 months. Here is what yours gives you the moment it lands in your inbox.

Animated flip-through of a Legacy Wealth Plan specimen, cover to calendar with private details redacted

A full year of strategies — cover to calendar, on one desk.

Flip through from the opening pages to your 12-month calendar. Every strategy sequenced, every month accounted for. We blurred names and private details so you can see exactly how thorough yours will be.

Specimen first-30-days timeline from a real plan, showing week-by-week action items

You close it knowing exactly what to do first.

The last pages give you dates: what to do this week, what waits until next month, what needs your CPA's OK first. You close it knowing step one.

  • Your full 12 months, mapped month by month
  • A week-by-week breakdown of your first 30 days
  • The moves with a deadline, flagged before the windows close
  • The exact questions to bring your CPA and attorney
Put the right moves in the right order, and the money finally starts staying with you.
From questionnaire to roadmap

Share your numbers — get back a plan you can start this week.

You fill out a detailed questionnaire. We run your numbers against every strategy we use and build your 12-month roadmap: which moves to make, in what order, with your first 30 days already on a calendar. Most plans land within 7 days.

  1. We map where you stand Your income, taxes, debt, retirement, business, and real estate goals — pulled into one clear picture.
  2. We find your moves Every strategy tested against your numbers. We keep only the ones that put real money back in your pocket.
  3. We sequence them What runs now, what waits, what needs your CPA first. The sequence is where most of the money gets won.
  4. You start week one Your first 30 days on a calendar, plus talking points for every CPA, attorney, advisor, and realtor conversation — so you know exactly what to ask for.
Proof it isn't a template

Same questions everyone answers. Completely different plans every time.

W-2 earners, business owners, couples near retirement, families rebuilding — same questionnaire, different situations, different money found every time. The first figure is year-one value from taxes, retirement, business, and cash flow only. The second is what happened once real estate and bigger cash got pulled in. Even the lowest number here pays for the plan several times over.

Starting Point Value In Year One With Real Estate Added What Drove The Number
Married couple, 61 & 63, both still working $113,379 $939,433 Catch-up retirement at 60+, STR tax breaks, idle cash put to work
Couple with cash in the bank, spouse starting a side business $119,036 $489,424 Turning the spouse's side business into a tax angle, smarter investing, and a path to a first rental
Two-income couple juggling retirement and a rental $155,264 $459,973 Retirement funding, a Roth conversion plan, rental tax breaks, and getting both spouses on the same map
Family with a business, investments, and real estate all in play $73,363 $445,650 Real estate, retirement, business setup, and investments, finally on one map
Business owner eyeing a second property $103,587 $436,215 A clean LLC setup, retirement through the business, the next rental, and cash flow fixed first
Starting over, building income and savings back up $11,653 $166,205 A simple LLC, growing income, dependent credits, the right debt order, and saving ahead of investing
Early in the journey, income still ramping $36,726 $41,970 Tax cleanup, smarter investing, and a realistic order that fits where they are right now

It completely changed the way I think about my taxes and my credit.

Getting my bookkeeping set up made tax season so much easier, and it's the reason I finally opened custodial investment accounts for my kids. Now I actually know what I'm working toward: clearing the credit cards and building our emergency fund.

Leilani
Who it's for

Your plan zeroes in on the moves that pay off most for someone in your exact spot.

Here are the four situations we see most often, and what your plan goes after in each one.

01

W-2 earner paying too much tax

You earn well, but the setup underneath it is a mess, and the easy wins keep slipping past you: retirement contributions, an HSA, your withholding, your spouse's accounts, the structure around a side business.

02

Self-employed or 1099

You might be leaving a Solo 401(k) on the table. We look at your business setup, your real deductions, and whether an S-Corp would actually save you money.

03

Curious about real estate

Whether you're eyeing a short-term rental, a long-term hold, co-hosting, or your very first purchase, the timing and the tax setup matter far more than whatever's trending online.

04

Dual-income household

Once you factor in a spouse's income, a family business, two sets of retirement limits, and the way you choose to file, the whole plan shifts underneath you.

This is for you if

  • You earn $100K or more from a W-2, a business, or both
  • Your taxes feel way too high and kind of random
  • You want tax, real estate, retirement, and investing on one map
  • You're ready to act, and want the plan before the full program

This isn't for you if

  • You just want someone to file your taxes for you
  • You want a get-rich-quick scheme or a guaranteed return
  • You won't act, even with the checklist in your hand
  • You're not earning enough yet for the moves to beat the setup cost
Why $1,776

America turns 250 this July 4th. Price matches the year: $1,776.

This plan has never been sold on its own. Our private clients build their whole year around it.

For America's 250th birthday, we're opening it to everyone for the first time. You don't have to be a private client to get one.

The price is $1,776 for this limited release. One payment, for a plan built on your numbers that you keep forever.

Most of what the plan finds is money you were about to send the IRS. You're basically buying independence with your own tax savings.

Two hundred and fifty years ago, a handful of people signed a document they had no guarantee they'd survive, because they were done waiting for permission. Your plan is a smaller version of that, with your numbers on it.

So why $1,776 for something this deep? Because it should pay for itself in year one, and we put that in writing. If we can't find at least $1,776 in opportunity, you get a full refund. The price should be the least interesting part.

The price holds through Sunday, July 5 at midnight ET. After that, it goes back behind the private-client door, with no date set to open it again.

What you get.

  • Your own 25-to-30-page wealth plan, built from your questionnaire and yours to keep forever.
  • A full 12-month plan, mapped month by month, with your first 30 days broken down week by week, so you know your first move the moment you close it.
  • The exact questions to bring your CPA and attorney, so those meetings start in the right place.
  • A value range up front, the conservative number plus the bigger one if you run the whole plan.

What it's worth

Legacy Wealth Plan

Typical value found in year one

Across hundreds of plans. Educational, not a guarantee

$79,114

July 4th Public Release

Through Sunday, July 5 · Midnight ET

$1,776
Build My Wealth Plan · $1,776

Prefer to split it? Choose Splitit at checkout — up to 12 monthly payments at 0% interest (about $148/mo).

Our word on it

Two guarantees.

Worth your $1,776, or it's on us.

Your plan has to show you at least $1,776 you could save or make in your first 12 months. If it doesn't, you don't pay for it.

Honestly, that floor is almost impossible to miss. Across the hundreds of plans we've built, the average client finds around $79,114. But say your situation turns out to be the rare exception, and there just isn't a big move waiting there to cut your taxes, knock down your debt, invest smarter, or free up your cash flow.

If that happens, we get right back in it with you. We dig into your situation, your limits, and your goals, and find what else we can do to earn you a real return on the $1,776.

And if we still come up short, you get every dollar back, no questions asked.

100% credited toward the Legacy Wealth Blueprint.

Upgrade to the full Legacy Wealth Blueprint within 90 days and your full $1,776 applies as credit. Try the plan first. It costs you nothing extra.

Your worst case is a refund. Your normal case is a plan worth many times what you paid.

Frequently Asked

What people actually ask.

Is the plan actually personalized, or a template?
Personalized. After you order, you fill out a detailed form. It covers your income, filing status, state, age, debt, retirement accounts, business, property interest, and the cash you have to work with. We build the plan around your own numbers. The samples above are real client plans with the details removed, and no two are the same.
What happens right after I order?
You'll get a detailed questionnaire. You fill in your income, filing status, accounts, debt, business, and real estate goals. Once you send it back, our team builds your full 12-month plan from those numbers — with your first 30 days already mapped week by week. Your finished plan is delivered within 7 days of completing your questionnaire.
Can I split the payment?
Yes. Choose Splitit at checkout and break the $1,776 into up to 12 monthly payments at 0% interest — about $148 a month. Same plan, same price, just spread out. It's yours to keep either way.
Can't my CPA just do this?
Your CPA still matters. This just makes that meeting useful. Most CPAs file last year and stop there, while planning next year lands on you. You walk in with a map and specific questions. We include exactly what to bring them.
What if my CPA sees it differently?
Good, that's what should happen. Every move is written so you and your CPA or attorney can decide together. They know your full picture and they have final say. We list the exact questions to ask. Think of this as homework that makes the time with your pros count.
Is this just tax advice?
No. The plan looks across tax, retirement, business setup, cash flow, debt, investing, and real estate. The point is getting the pieces to work together. Usually the fit between them is where the real money shows up, more than any single move.
What if I don't want to buy real estate?
Real estate can create a lot of upside. But the plan still finds non-real-estate moves: retirement contributions, HSA, Roth strategy, entity setup, deductions, withholding, and cash flow fixes. If property doesn't fit you yet, your plan says so and works around it.
How does the guarantee work?
Two parts. One: if the finished plan doesn't show at least $1,776 in opportunity, we revise free or refund. Two: upgrade to Legacy Wealth Blueprint within 90 days and your $1,776 applies as credit. Numbers are estimates based on your profile, and they aren't guaranteed filed-return outcomes.
Are the results guaranteed?
No. The numbers are planning estimates based on each client's profile. The useful part is seeing where the upside could come from, and what has to happen to make it real. You should check the steps with qualified CPAs, attorneys, and licensed professionals.
What happens after July 5?
The $1,776 price ends Sunday, July 5 at midnight ET. After that, the plan goes back to being reserved for private clients only. We've never sold it on its own before, and there's no date set to offer it publicly again.

Make this July 4th the year you stop winging it.

Get My Wealth Plan · $1,776