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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

Grow Your Wealth

minimize taxes

Minimize Taxes

ensure long term financial stability

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

financial retirement and estate planning services

Here's what we do:

401(k) Rollovers

IRA Tranfers

Mortgage Protection

Living Trust & Estate Planning

Secure Digital eStatePlanning

Guaranteed Accumulation Account

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"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

life insurance services

Here's what we do:

Whole Life Insurance

Indexed Universal Life

Final Expenses

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"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:

my legacy management partners

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