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Resources

Access our curated collection of free resources designed to help you implement Legacy Method principles.

These tools and guides will give you a head start on your journey to financial freedom and generational wealth.

Legacy Gap Assessment

Type: Self-Assessment

Evaluate your current wealth strategy and identify critical gaps that could prevent you from building lasting generational wealth.

Estate Plan Analyzer

Type: Interactive Tool

Understand your estate plan in minutes. Our AI analyzes your documents, identifies gaps, and provides actionable insights.

Legacy Questionnaire

Type: Self-Assessment

Evaluate your current legacy planning status and identify areas for improvement.

Legacy Wealth Calculator

Type: Interactive Tool

Calculate the potential growth of your family wealth across generations with different strategies.

AI Legacy Assistant

Type: Interactive Tool

Ask questions about legacy planning and get immediate answers from our AI assistant.

Family Crest Generator

Type: Interactive Tool

Create a unique family crest that embodies your values, history, and aspirations for generations to come.

The Rockefeller Method

Type: Interview

Learn how the Rockefellers preserved wealth across generations and how you can apply similar strategies.

Whole Life Policy X-Ray (X1 Wealth)

Type: Family Office System

The Rockefellers had a family office. Yours starts here. Upload your policy and get a design score, a cost breakdown, and a review of your cash value and loan structure. Garrett's team uses the same system with their own clients. Click any finding and see the exact page of your document it came from. $97/mo, cancel anytime.

Free Book Chapter

Type: PDF Download

Download a free chapter from our book to start learning the Legacy Method principles.

Common Legacy Planning Challenges

Type: Problem-Solution Guide

Identify and overcome the most common problems in traditional legacy planning approaches.

Legacy Planning Checklist

Type: PDF Download

A comprehensive checklist to ensure you've covered all aspects of your legacy plan.

The Three Types of Legacy

Type: Educational Guide

Learn about the financial, values-based, and societal legacy types that create a complete legacy strategy.

Legacy Systems in Wealth Management

Type: Educational Guide

Understand legacy systems in wealth planning and why modern approaches are essential for preserving wealth.

Legacy Method vs IUL

Type: Comparison Guide

Compare the Legacy Method (Rockefeller Method) to Indexed Universal Life (IUL) insurance and discover why the Legacy Method provides more stability and reliable growth.

Legacy Method Book Reviews

Type: Reviews & Testimonials

Read what others are saying about our book "What Would the Rockefellers Do?"

Wealth Preservation WebinarComing Soon

Type: Video

Watch our on-demand webinar on advanced wealth preservation strategies.

Tax Optimization GuideComing Soon

Type: PDF Download

Strategies to minimize tax implications across generations.

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