Yes. Preston Seo runs Legacy Investing Show, LLC, a registered company based in Herriman, Utah that teaches tax strategy, wealth planning and real estate investing through courses and coaching. Its main Trustpilot profile, Legacy Investing Show By Preston Seo, has a 4.1 score across 73 reviews, and 63 of them are four or five stars.
On Trustpilot, 74% of the 73 reviews are five star and 12% are four star. Reviewers most often name the tax strategies, the coaching and community, and the step-by-step plan.
On Trustpilot. The profile holds all 73 reviews, at a 4.1 score. This page shows 64 four and five star reviews captured from it. See all 73 on Trustpilot.
How much did clients save with the Legacy Wealth Blueprint?
The figures clients state in their own interviews are over $20,000 in first-year tax savings for Stephanie Dailey, just under $100,000 in first-year ROI calculated by Abigail, and 25% net worth growth for Albert. One published case study walks through $88,000 of year one value in Preston’s 12-month plan for a $300,000 W-2 earner whose CPA missed it. Wealth plans written for individual clients carry first-year targets from $36,726 to $385,000 depending on the household.
Preston Seo is the founder of Legacy Investing Show and the author of the Legacy Wealth Blueprint. He was born in 1991 and raised in Utah by parents who immigrated from Korea. He bought his first property, a house-hacked 4-plex, in 2018 while working in corporate software sales, and grew to around 40 rental units, mostly long-term rentals. He started posting real estate content in late 2020 and left the sales job in December 2021.
A wealth plan is written for one client and runs to about 31 pages. It opens with an executive summary that states the first-year value range, then sets out each strategy in turn with what it is worth and when to do it. Typical entries include an S-Corp election, a maximum Solo 401(k) contribution, a backdoor Roth IRA for both spouses, cost segregation on a short-term rental, and a debt payoff sequence. Sixty real client plans are summed up on this page, each with its original page and the name blacked out.
Yes. You do not have to catch it all on the day. In the Legacy Wealth Blueprint, every weekly coaching call is recorded and you get the replays, and the video lessons are yours for life. A coach walks you through your wealth plan on a call, your Legacy Wealth Guide checks in every two weeks, and you can ask questions in the Wealth Circle community or email support@legacyinvestingshow.com.
Every client starts in a different place, so every result is different. Income, family size, state, business activity and how much of the plan a person puts into action all shape the outcome. Each figure on this page belongs to one named client and comes from their recorded interview or the plan written for them.
“I’m coming in at just under a hundred thousand dollars ROI for just this year.”
“don’t be afraid to be the person in the room who knows the least”
Abigail left oil and gas in the summer of 2023 and runs the numbers for her own family and her parents. She finished the Legacy Wealth Blueprint modules inside the first month, rebuilt the entity and estate work she had set up badly eight years earlier, took a weekly coaching call with her coach Brandon, recategorized every transaction as business or not business, and went under contract on her first property. The just under $100,000 is her own calculation, run twice.
“we were just really blown away by how quickly it paid off”
“it might have otherwise taken me years to get where we got in six months”
Stephanie and her husband are software engineers with five kids and over $300,000 in W-2 income, plus contract work from the consulting business they run. In her first year in the Legacy Wealth Blueprint she opened separate business bank accounts, started keeping real books, captured $27,000 in startup costs, deducted over $60,000 of bridge loan mortgage interest and put her kids on payroll through Gusto. She expects $40,000 to $50,000 over the following twelve months, and says the plan to pay off the house moved from about ten years to seven or eight.
“Before Legacy Wealth Blueprint, I would say the amount of financial knowledge I had was super slim.”
“I had no idea about tax loss harvesting.”
Albert is an ER physician in California who finished residency in 2021 with about $5,000 in a Roth and a combined tax bracket he puts at almost 50%. In the Legacy Wealth Blueprint he started tax loss harvesting, changed how he uses his HSA, opened a backdoor Roth IRA, took his portfolio off professional management and formed the entity for a new telemedicine clinic. He says his self-managed 401(k) is up about 19% year to date and his Roth about 40%.
“The bigger picture was getting the knowledge from you, the professional, in the taxes, because I’m struggling right now with CPAs.”
“If I truly play the game with you and I’m a good student and I follow the steps, oh yeah, for me, this is life-changing for sure.”
Shawn is a business owner who already held Airbnbs, rentals, crypto and stocks. What he did not have was the tax side, and he says he was struggling to get useful help from CPAs. This short interview catches him at the start of his plan.
He sold five companies before moving into arbitrage on the Space Coast of Florida, and took his first booking five minutes after the listing went live.
She spent six months researching short-term rental rules before acting, quit her job three months after joining, and cut weekly management from ten hours to four.
He lined up five interested landlords across one weekend of eight to ten hour calling days, on a property the previous operator had run at $1,000 a month.
He started with his parents’ lakefront property by showing them what the weekends they were not using could earn, and has since added a West Virginia property.
Alvaro signed his first property in his first week
Tyler and Jenna beat more than 400 proposals to win their lease
Monique makes about $1,800 a month from her first Airbnb
Wins members posted in our private community
Members share these in the Legacy Wealth Blueprint community, a private group on Circle that only enrolled members can join. Each card is a screenshot of the member’s own post, with their name and the month they posted. Biggest wins first.
Private member community · 45 posts
$20K tax refundTaxes
Stephanie Dailey got a $20k tax refund after applying the tax strategies
Stephanie Dailey
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$20k tax refund after implementing the tax strategies and advice here. That was not solely because of this course but the course helped a lot. It helped me get off my rear and get more organized.
Closed on first STRReal estate
Michael Gallagher closed on his first short-term rental property
Michael Gallagher
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I'm happy to announce (after a few months of searching) I've officially closed on my first short term rental (STR) investment property! I know this is just the starting point and still a lot of work ahead to get it listed but looking forward to it. Thanks to Sam Becze for all the dedication, support, and continued help!
First STR under contractReal estate
Sue Ulintz went under contract on her first short-term rental
Sue Ulintz
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I used several of the resources from the course to identify about 3-5 potential STRs and a couple arbitrage Airbnbs, and after looking at the tax implications was able to determine that purchasing was a better option for me right now. After looking at several and modeling them out, I've found an amazing property exactly where I wanted it to be, and have a close date of August 14th! I intend to have it up and running by mid-late September.
29% card paid offDebt
Dan Kovacich paid off a 29% interest card with a 0% balance transfer
Dan Kovacich
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Qualified for a 0% CC. Received it last week and paid off one of my 29% interest cards. Each slice of bread will make a loaf!
$760 a month freed upDebt
Jan Zafar cut a $760 monthly car payment by selling the car
Jan Zafar
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Sold my expensive car and got a cheaper one. No more $760 per month payment!
First Airbnb listedReal estate
Priscilla A Agbunag listed her first Airbnb, a four bedroom home in Elk Grove
Priscilla A Agbunag
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Got our first Airbnb posted. Home in Elk Grove, 4 bedrooms, 3 baths. Excited!
+50 credit scoreCredit
Ivanka Sangria gained 50 credit score points by paying before the statement closed
Ivanka Sangria
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Before I got to Module 2, I used to wait for the statement balance and then pay it off in full. But after learning more, I started paying it down before the statement closes to lower my credit utilization - and it boosted my score by 50 points!
Backdoor Roth maxed, 2 yearsRetirement
Sunny Davis maxed a backdoor Roth IRA for both 2025 and 2026
Sunny Davis
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I am very proud of myself for taking action on what I learned. I opened and contributed to a Roth IRA via backdoor for both 2025 and 2026 to the max limit. While I have a decent 401K, I hadn't looked into any other ways to prepare for my retirement before. Happy I finally took action!
+35 FICO in 4 weeksCredit
Brian raised his FICO score 35 points in under four weeks
Brian
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Jumped my FICO score 35 points in less than 4 weeks with Experian Boost!
See 36 more member postsShow fewer
More wins 13
W-4 fixed after 15 yearsTaxes
Dewan Studdard fixed fifteen years of single withholding on his W-4
Dewan Studdard
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I submitted my W-4 revision. I've been married for 15 years and I still had my withholding as if I was single. No need to keep giving the IRS a free loan.
Card rate cut to 9.9%Debt
Aperna Mittal Borum got her Discover rate cut from 13.49% to 9.9%
Aperna Mittal Borum
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What a Pandora of knowledge. Sharing my small win, I was able to lower my Discover credit card interest rate from 13.49% to 9.9% for 6 months.
Business filed under a trustTaxes
Lynn Herrington filed her business tied to a trust inside the same tax year
Lynn Herrington
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With thanks to Preston for negotiating fair prices for Legacy Wealth members, I had a great consultation with Grey Sorenson from Prime Services. He was knowledgeable, professional and patient and helped me set the order of operations that allowed immediate tax gains and asset protection in this calendar year. Though I could try to take these tasks on myself, it's a relief to have experts file the business for me, tied to a trust - so that tax year 2025 looks a whole lot better than prior years.
Investing on autopilotInvesting
Valerie Ann Hopkins automated her investing, rebalanced her 401(k) and froze her credit
Valerie Ann Hopkins
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I have set up recurrent automatic investments for DCA, rebalanced my 401K portfolio, frozen my credit with the 3 credit bureaus, and asked about the back door Roth IRA option. My next step is to establish a 2-3 year cash reserve fund.
LLC and estate plan in a monthSetup
Benjamin Morris set up an LLC, a bank account, an estate plan and a tax call in one month
Benjamin Morris
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Finished the wealth building course and the questionnaire, and over halfway through the arbitrage course. Set up an LLC and bank account, started my estate plan, and scheduled a tax strategy call.
Rental LLCs and estate planSetup
Sharon set up rental LLCs, met a tax advisor and started her estate plan
Sharon
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Finally finished all the courses - amazing content. Learned so much. Completed the questionnaire. Also set up LLCs for rentals with Prime. And met with a tax advisor at Prime. And started my estate plan. Making progress!
LLCs set up, tax call bookedSetup
Elizabeth Schlankey set up her LLCs and booked her first tax call
Elizabeth Schlankey
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My husband and I just completed our courses and questionnaire! Our LLCs are set up, we're opening a business account, and we talk to Incite Tax tomorrow. The path is paved and we are ready to ride it!
Savings earning 4%+Savings
Shelley Stone moved her savings into an account paying above 4%
Shelley Stone
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Reorganized finances, moved small money from places, moved savings to a high-interest savings account above 4%, and started migrating finance tracking to Monarch.
Credit utilization downCredit
Jun Song cut his credit utilization by paying before the statement date
Jun Song
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Completed the course! Learned a lot! Have used an early payment to credit card before statement to reduce % of utilization. Worked like a charm.
Higher limit on every cardCredit
Maureen and Dave DeFrance raised the limit on every card after three modules
Maureen & Dave DeFrance
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We've joined, and now have watched 3 of the modules taking notes as we go along. Boy, did I learn a lot about credit! I never knew that paying off my credit card each month did not guarantee that my credit score was stellar. Tonight, we worked at raising the credit limit on all our cards.
LLC, trust and will startedSetup
Jessica Gadzia set up her LLC and started the trust and will she had put off
Jessica Gadzia
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I'm excited to say I signed up with Prime. I have been wanting to do my Trust and Will for some time. Prime made understanding the process and creating my LLC easy. It's really awesome that Preston collaborated with such a great company and we receive a discount on their services.
LLC and estate plan, day 8Setup
Cheryse Burgos Santos started her LLC and estate planning eight days in
Cheryse Burgos Santos
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Just excited - 8 days in and we started our LLC process and learned so much from our session with Prime! Getting estate planning set up and excited about what the future looks like with this info and these tools at our fingertips!
Course done, LLC set upSetup
Kyle Wilson finished every module and set up his LLC
Kyle Wilson
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I've learned so much and feel like I have a better understanding of my path forward to financial freedom. For those just starting, hang in there. It's a lot of content to get through, but if you chip at it a little each day, you'll get there. There's plenty of valuable information, so absorb it and try to implement it into your routine.
Progress updates and notes 23
$15K raise, first product salesIncome
Leilani Stevens added $15,000 a year in salary and sold her first digital product
Leilani Stevens
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I signed up for Prime corporate tax services and already have my tax plan in place for 2025 to keep my income within a 12% bracket... I officially created my first digital product and made 2 sales. I started a new job this month with a 15k per year pay increase. This workplace also has a better work life balance and working environment which is already contributing to better health and energy. With my new salary and the side work I already do, my base income for 2026 will be 100k+ for the first time ever!
+15 credit score, two entitiesCredit
Leilani Stevens formed two entities and gained 15 credit score points in two weeks
Leilani Stevens
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Calculated my financial freedom number. Implemented both Snowball and Snowflake methods to start paying off my highest-interest debt. Formed my first two business entities. Results so far: increased my credit score by +15 points in the past 2 weeks.
8 month debt payoff planDebt
Leilani Stevens set an eight month payoff plan for her highest interest debt
Leilani Stevens
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I created a budget plan and automated payments to pay off my highest interest debt within 8 months. I did not panic while I was setting up the budget sheet - it actually felt like such a gift to myself to get this intimate with my finances!
Wealth plan done, viewing rentalsReal estate
Nim Shahid finished her wealth plan session and started viewing rentals
Nim Shahid
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Went over customized wealth blueprint with Jeff. Much kudos to Jeff! He was very thorough and provided lots of helpful information. Going to view rental properties tomorrow.
Phase 1 done, HYSA openedSavings
Lindsay Purdie finished Phase 1, met Prime and opened a high yield savings account
Lindsay Purdie
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So happy to be here! Finished Phase 1. Consolidating finances into Monarch. Met with Prime. Opening a HYSA. So encouraged. Love the videos, support calls, quality referrals, and connections!
Course done, net worth trackedProgress
Alex Herring finished the course and started tracking net worth in Monarch
Alex Herring
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This feels like a tremendous accomplishment. We're fine-tuning Monarch this afternoon and learning to populate the net worth calculator to gain perspective on how we should take our next steps towards real estate investing. We're so grateful for the content in this course. Next level!
Course finishedProgress
Daniel and Michelle Gibby finished the course and moved on to Airbnb arbitrage
Daniel & Michelle Gibby
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We just finished all the course content, and are looking forward to learning the ropes of Airbnb arbitrage!
Tax strategy session doneProgress
Kimberly Kohlhaas finished her tax strategy session
Kimberly Kohlhaas
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Just finished up with my session and whew. Really stepping out of my comfort zone with all of this. But I'm proud of myself for taking this big step and change for myself and I'm excited to see where this goes and leads to!
Every phase finishedProgress
Trey Waller finished every phase of the program
Trey Waller
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Wow! There is some great info found in these modules and I'm grateful to be a part of this program. I've learned a LOT! If you feel like you're stuck or think you're too slow getting through these modules, don't quit, it's worth it.
First coaching callProgress
Roderick Fanou finished the foundations and his first coaching call in two weekends
Roderick Fanou
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I've started the program about two weekends ago. The foundational materials are so detailed and full of insights, and I enjoyed my first coaching call as well. Thanks Preston for the content, and coaches Brandon and Jeff for the inputs.
Reached Phase 5Progress
Tia Hutchinson reached Phase 5 of the curriculum
Tia Hutchinson
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I am on Phase 5 of the curriculum and I am so grateful for this program. Thank you!
Note to the communityFeedback
Brady Bai says the program changed how he looks at long-term financial freedom
Brady Bai
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I just wanted to take a moment to express my sincere gratitude for everything that has been shared through this program: the materials, courses, coaching, and especially the mindset around wealth building and financial goal planning. The knowledge provided has truly changed the way I look at creating long-term financial freedom and legacy wealth.
One thing I've learned is the importance of going back and reviewing the course material regularly. Every time I revisit a module, I pick up something I missed the first time or gain a new perspective based on where I am in my journey. There is so much value packed into the content that it's impossible to absorb it all at once.
I also highly encourage everyone to attend the monthly student classes. These sessions have been incredibly valuable for getting questions answered, overcoming hurdles, and learning from the experiences of other students who are further along in the process. Sometimes one question from another student can unlock the exact answer you've been looking for.
I also want to thank the entire team for creating such a strong support system. It's clear that this is much more than just a course. It's a community of people genuinely invested in helping others succeed. The ongoing support, mentorship, and encouragement make a huge difference and help keep us focused and moving forward toward our goals.
Wishing everyone continued success as you build your businesses and work toward financial freedom. Keep learning, keep asking questions, and keep taking action!
New plan for earned incomeFeedback
Joel and Aleta Pollard changed how they keep and invest their earned income
Joel & Aleta Pollard
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As we continue to learn more about implementing key strategies and investing, our paradigm has done a complete 180 regarding how to retain more of our earned income and invest smarter, which is helping to position ourselves in a much better place financially. We want to encourage you all to keep moving towards your freedom goals as we all continue on this legacy wealth journey.
Tax strategies that fitFeedback
Cathy Nguyen found the tax strategies she had been getting wrong for years
Cathy Nguyen
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I'm super excited about the numerous applicable tax strategies I've heard so far - makes so much sense vs what I've been doing wrong for so long. I'm super impressed with the organization of material presented so far: to the point, very well structured, organized, seems geared towards busy people. Powerful tools available, people resources available through messaging and coaching. Truly this program is a blessing! Only wish I started sooner, but better now than never.
Options cash flow, explainedFeedback
Pedro Martinez Del Rio learned to earn cash flow by selling options
Pedro Martinez Del Rio
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I am impressed with the amount of great content and the wealth of knowledge that Preston and his team are sharing with us. The other night I went through Options Trading and it reminded me of my university classes, but this time the way Preston explained it, with the real estate example, made it so much easier to grasp - and I loved the fact you can earn solid cashflow through selling options.
3-Day Tax ChallengeFeedback
Brady Bai says the 3-Day Tax Challenge was worth the time and the money
Brady Bai
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I want to confirm that it is absolutely worth the time and investment. The speakers were fantastic, offering tons of cool insights and perspectives that are a powerful addition to the LWB curriculum. The presentation materials were also top-notch. While it's a lot of information to process, the overall value is immense!
Breaking the cycleFeedback
Christopher Joya is using the program to break his family’s cycle of poverty
Christopher Joya
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I wish this was taught in schools. I wish this was taught to me before I had my first job at 14. But I know that if I make the right moves now and into the future, I'll be able to break the cycle of poverty in my family, and actually generate wealth not just for me, but possibly for future generations.
Joined with his wifeFeedback
Dustin Salerno and his wife joined after he finally made time for the webinar
Dustin Salerno
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When I finally decided something has to change I came across another ad for Preston's webinar. I signed up - again - but this time I made the time to attend. For the first time in a long time I felt hopeful of the future. I discussed it with my wife and we met with a Legacy Wealth rep. Now we are both here no longer feeling trapped, but hopeful we can live the life we've always wanted but felt was out of our reach.
Entities, explainedFeedback
Lauren T sees how business entities save taxpayers thousands
Lauren T
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I am looking at money and tax structure in a new light after the course material. I am seeing how structuring finances the right way through business entities will save taxpayers thousands of dollars and how they can upscale every aspect of their life using this strategy. It is opening up so many opportunities to grow.
Gaps high earners missFeedback
Kevin Shih found the gaps in what high earners are taught about money
Kevin Shih
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Tuned in live on Sunday and it was eye opening how some of the things introduced just aren't knowledge everyone should know - especially if you make good income and are still living paycheck to paycheck with some savings and investments on the side.
Just joinedFeedback
Amy L Dean-Wojcik joined to bring efficiency to the family’s finances
Amy L Dean-Wojcik
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So excited to join this program and bring efficiency to our financial life. I always thought there had to be better strategies than what we were doing. Now I see there are and can't wait to implement them.
Two years a followerFeedback
Larissa N Hekau joined after following the Legacy Investing Show for two years
Larissa N Hekau
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I have been following The Legacy Investing Show for a couple of years now. To have the opportunity to learn these wealth secrets, and the support and tools all in one place, is a dream come true. So grateful!
Just enrolledFeedback
Albert Aparicio enrolled and found the curriculum already organized for him
Albert Aparicio
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I recently enrolled in this program and am already impressed by how well-organized and comprehensive it is.
Free masterclass
Preston shows the tax strategies he uses himself, live, with time for questions.
Trustpilot rates Legacy Investing Show By Preston Seo 4.1 out of 5, and 74% of the 73 reviews give five stars. Here are all 64 four and five star reviews.
Five star5474%
Four star912%
Three star23%
Two star11%
One star710%
Most of the 73 reviews give four or five stars.
A+ experience
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A+ experience
I’ve had a great experience with Preston and the Legacy Wealth Blueprint team. In my first year, the strategies we implemented helped me identify over $80,000 in tax savings, and I’m currently on track to increase my net worth by roughly $127,000.
What I’ve appreciated most is how practical the program is. It helped me look at my finances, taxes, and investments much more strategically and actually take action instead of just learning concepts.
I’d absolutely recommend Preston and the LWB team to anyone looking to become more intentional about building wealth and keeping more of what they earn.
Great program, went from a projected 5 figure tax bill to getting a small return just implementing a few simple tax strategies. Highly recommend, Preston and his team are dialed on this stuff and the support is great to have a step by step plan given to you.
It gives you 100+ times the value for what you pay. I followed Preston for quite a few months before I booked his seminar and it’s going to save me thousands of dollars in taxes and give me a fresh perspective for my business. Thank you Preston.
The thoroughness of this course is amazing! If I would have tried to launch a short term rental without Preston's direction and advice I would have crashed and burned! Best return on my investment to date!
Being part of the community and working with the coaches has been the highlight. Everyone has been supportive and informative on how to progress through the program and how to build wealth. The Acension program has helped find and setup my first rental property within a six months. It's great that Legacy offer the one stop shop for financial planning, estate, and tax preparation to help get things going quickly and seamlessly.
Learned more than I ever thought was possible.
Always believed there were people out there who knew more than me and THERE ARE. I'd read books, I followed people on social media, watched YouTube videos. This program is a game changer. I'm so excited to move forward with this information and save over 10K on my taxes and that's just with the information I've retained and without having run ALL the numbers and different strategies Preston makes available.
It is VERY fast paced. Get the VIP so you can go back and watch the videos. The other optional add ons are helpful if you aren't going to go through his program. I however am. It's basically a short cut.
I've never been so excited for tax season.
Every Legacy Wealth Blueprint client gets a written wealth plan, about 31 pages, built around their income, family and goals. Each card below sums up one real plan: who it was written for, their situation, and the first-year target the plan sets. Names are withheld. Tap a card to see the original plan page it comes from.