My Legacy Management,
based in Oceanside, California, offers tailored Digital eState Planning solutions, including online Wills and Revocable Living Trusts, alongside comprehensive financial consulting. Specializing in cash value, Whole Life, Indexed Universal Life, and Permanent or Term Life Insurance for both personal and business needs, we also operate as a Medicare and ancillary healthcare brokerage. Led by consultant Sean Vargas, we focus on wealth accumulation and tax-efficient strategies. Sean’s educational approach ensures each client receives a personalized plan that aligns with their financial goals, empowering them to secure a prosperous future.
Estate Planning & Financial Retirement
Build Your Wealth, Preserve Your Legacy
We help you create a tax-free financial legacy for your family while securing your retirement.
Our Strategy
Leverage self-banking techniques and life insurance products to:
Grow Your Wealth
Minimize Taxes
Ensure Long-Term
Financial Stability
Our Services
Tax-Free Legacy Planning & Self Banking
Plan for a secure retirement and make sure your estate is in order with our comprehensive solutions.
Secure Your Retirement
and Legacy
Here's what we do:
401(k) Rollovers
IRA Tranfers
Mortgage Protection
Living Trust & Estate Planning
Secure Digital eStatePlanning
Guaranteed Accumulation Account
"Guaranteed Growth"
"My parents have never seen anything like it." - Mathew Waltz
Our Services
Life Insurance Services
Life insurance can offer more than just protection; it can be a powerful tool for wealth accumulation and tax planning.
Protect Your Future While Building Wealth
Here's what we do:
Whole Life Insurance
Indexed Universal Life
Final Expenses
"Best plan ever!"
"We got started 2 years ago and have never looked back." - Jason Greer
Testimonials
Proven Results From Clients Like You
Trusted by:
