Protect It.
Grow It.
Pass It On.
At White Legacy Planning, we help successful people keep more of their money, grow it safely, and pass it to their family — without giving up control.
Our Mission
Smart Planning for You and Your Family’s Future
Grow Tax-Free Income
Build retirement income that’s tax-free.
Pass Wealth Forward
Leave more for your kids and grandkids.
Preserve Liquidity
Keep your cash free for other investments.
Stay in Control
You decide how your plan works.
How We Help
We guide you from your first call to a fully working plan — and keep it running for years to come.
Free Strategy Call — Talk through goals & questions.
Financial Snapshot — We review your numbers to see fit.
Custom Plan —
We design your premium finance strategy.
Setup & Support —
We implement and monitor.
Licensed
Insurance Professional
Part of an Elite
Advisor Network
Who’s Behind
White Legacy Planning
I’m Brady White, founder of White Legacy Planning and part of an elite network through Premium Finance Club and WealthBridge Financial Group.
I work with business owners, professionals, and families to grow wealth safely, keep it working for them, and pass it to the next generation—without giving up control.
Backed by a team with decades of experience and one of fewer than 15 advisors nationwide specializing in premium financing, I bring you access to strategies most people never hear about.