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Our Identity & Partnerships
We operate under the umbrella of World Financial Group (WFG), a division of Transamerica, which is part of the global insurance powerhouse Aegon.
What Non-Captive Means for You
We Work for You
As financial strategists with World Financial Group (WFG), we are non-captive, which means we are not tied to any one insurance or investment company. Instead, we have access to over 150 respected financial institutions — giving us the ability to find the right solution for your specific goals.
This flexibility allows us to:
- Act in your best interest, not a company’s quota
- Compare options across the industry, side by side
- Tailor strategies that reflect your values, needs, and legacy goals
Being non-captive means we work for you, not for the carriers. Whether it’s building wealth, protecting assets, or planning for 30 generations — your vision comes first, always.
Why WFG, Transamerica & Aegon Matters
Backing Matters
Legacy Warriors is powered by a global network of financial strength and support. As part of World Financial Group (WFG), we’re backed by the stability of Transamerica and its parent company, Aegon — a multinational financial services group serving over 29 million customers worldwide.
Here’s what that means for you:
- Global Strength, Local Service – You get the security of working with a network backed by over 100 years of industry leadership, while still receiving personalized, one-on-one guidance from us.
- Credibility & Compliance – Our partnership ensures that every solution we offer is supported by a licensed, well-regulated, and time-tested financial system.
- Unmatched Access – Through WFG, we’re connected to 150+ providers — giving you choices that are usually reserved for the ultra-wealthy.
We’re proud to offer big-firm strength with boutique-level attention — so you can build your legacy with confidence.
Our Promise to You
Your Legacy Matters
We know that finances are personal — they represent your family, your future, and your legacy. That’s why our promise goes beyond numbers:
- We listen first. Every strategy starts with your story, your goals, and your values.
- We educate, not pressure. You’ll never feel sold to — only supported and empowered.
- We tailor every plan. No templates. Just solutions designed to fit you.
- We walk with you. This isn’t a one-time transaction. It’s a long-term partnership built on trust.
Whether you’re just getting started or preparing to impact 30 generations, we’re here to fight alongside you — for your future, your family, and your legacy.
Our Story Begins Here
Additional Information
Legacy Warriors was born from more than a career — it’s the result of decades of personal discipline, professional experience, and a deep desire to serve others.
Jeff brings over 30 years as a martial artist and national USKA champion — a lifetime of mastering strategy, focus, and protection.
Monica offers 30+ years in administration and operations, bringing clarity, structure, and leadership to every decision.
Together, we’ve served in high-risk humanitarian work, fighting human trafficking and supporting survivors. That experience shaped our mission: to help families steward wealth wisely so they can impact generations — and culture — for good.
This isn’t just about financial freedom. It’s about freedom with purpose.
And it starts here
