- Powell Legacy Planning is a Jaja Financial Group Agency
A Transformational Experience That Gives Your Life and Dollars Direction
We exist to help individuals and families make informed, intentional decisions about protection, retirement, and legacy planning. Too often, financial strategies are presented without clarity or context. Our purpose is to bring understanding to the process–so clients can evaluate options confidently an plan with greater intention.
At Powell Legacy Planning, we believe thoughtful planning is not about predicting outcomes, but about preparing for life’s possibilities. By focusing on education, alignment, and long-term perspective, we help clients connect today’s decisions to tomorrow’s goals and the legacy they hope to leave behind.
About Us
Powell Legacy Planning is an independent financial services firm that is dedicated to providing quality service to every client we are fortunate enough to service. Our team is comprised of financial service professionals, retirement specialists, life insurance brokers, and business strategy consultants. As a brokerage firm, we have the advantage of being able to navigate through the financial industry landscape while keeping our clients’ goals and needs top of mind. We partner and associate with the leading investment, retirement and life insurance companies. By doing this, we are able to provide our clients with diverse options to protect what matters most to you, and to plan for your future.
The Powell Legacy Planning Experience
Our client experience is designed to be thoughtful, structured, and collaborative–supporting informed decision-making at every step.
Discover
We begin with a conversation to understand your goals, concerns, and priorities. This includes reviewing your current strategies and identifying areas where planning may be beneficial.
Educate
We provide clear explanations of relevant concepts, tools, and life insurance-based strategies. Our goal is to ensure you understand available options and how they may align with your objectives.
Design
Based on your goals and preferences, we help structure and evaluate planning strategies tailored to your situation. This phase emphasizes alignment, flexibility, and long-term considerations.
Implement
Once decisions are made, we support the implementation process and coordinate with carriers and, when appropriate, your existing professional advisors.
Why Choose Us
Clarity over complexity
We believe clients deserve to understand the strategies they consider. Our process emphasizes clear explanations and straightforward guidance, allowing informed decisions without unnecessary confusion
Educate First
We prioritize understanding before implementation. Education is the foundation of every recommendation and remains an ongoing part of the relationship.
Integrity in guidance
We approach every conversation with transparency and care, presenting options objectively and supporting decisions that align with each client’s vales and objectives.
Personalized planning and long-term Perspective
No two lives–or plans–are the same. We take the time to understand each client’s circumstances and goals to help align strategies appropriately. We value continuity and relationships. Planning is not a one-time event, but a process that evolves as life, priorities, and regulations change.
Talk with a specialist
Schedule a complimentary introductory conversation to explore your goals, ask questions, and learn how thoughtful planning strategies may support your long-term vision. Let’s get started with your free policy review, retirement planning, distribution analysis and strategic planning.
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