Welcome to Legendary Lifestyle Financial Planning & Wealth Strategies Group.
We're Glad You're Here!
WE HAVE OFFICIALLY REVOLUTIONIZED AN OLD FINANCIAL INDUSTRY (WHICH ONLY FOCUSED ON THE TOP .001%), AND WE'RE HERE TO HELP YOU, YOUR FAMILY, YOUR BUSINESS, YOUR EMPLOYEES, YOUR GOALS AND YOUR LEGACY.
Marco and Mari have a combined experience of over 40 years in advanced sales, marketing, branding, business development, tax advantaged retirement planning and multigenerational wealth strategies.
As the founders of Vision Financial Pros, SharpenedAxeEntrepreneurs.com and now Legendary Lifestyle Planning, we partner with business owners, high-income professionals, and high-net-worth families to solve complex financial challenges. We work closely with a powerful team of licensed financial professionals, tax planning strategists, tax mitigation specialists, money managers, tax attorneys and family offices offering financial information, education, clarity and a clear step-by-step path to long-term financial security and legacy preservation.
Marco Frank Montoya
With a career spanning for decades, Marco's track record of performance began as a globally known Professional Snowboarder with legendary status for over 15 years. He was a TOP 10 athlete, had several different signature models and titled “Rockstar of the Year” by Transworld Snowboarding Magazine.
He then drove into business, where he promoted and partnered with two of the fastest growing (Inc. 500) companies in 2008. He is a serial entrepreneur who has successfully exited 4 of his business ventures.
He went on to build sales teams causing tens of millions of dollars in volume as a top earner in 3 separate Direct Sales and Affiliate companies he partnered with, and recently launched his two Affiliate Marketing passion projects - ("Nollidge & Whizdom Apparel" and "The Sharpened Axe Entrepreneurs").
His passion is now "Legendary Living" Life Coaching, Financial Education And TAX-FREE Wealth Strategies.
Mariana Rolim
Mariana completed her bachelor's in marketing, moved to the United States and immediately went into business.
She has been a top earner in sales, building sales teams and went on to build her own financial brokerage and agency, earning over $100,000 in her very first year.
She became one of the top earners with World Financial Group and was one of the top producers for TransAmerica nationwide. She has helped and led thousands of people in the financial landscape, earning consistent accolades and success trips with her brokerages and agencies in the Financial Industry.
She runs our Financial Education classes and passionately speaks in Women's Empowerment Groups all over the U.S.
Driven by a vision to elevate the standard of strategic financial, tax-advantaged (and hopefully early) retirement and legacy planning, Marco and Mari founded Legendary Lifestyle Planning to offer customized solutions that align with clients’ most important goals—whether optimizing tax outcomes, protecting assets, developing your business, funding retirements, or leaving a lasting legacy. They regularly collaborate with attorneys, CPAs and financial professionals across the U.S. to design and implement high-value, joint-case strategies.
No matter who you are or where you're from, this can be the day you changed your family's legacy forever.
FIRST STEP: Financial Education
Most people learn more with us in less than an hour than they did their whole life in school. You'll discover our strategic financial concepts and tax-engineering strategies.
In our experience, the subject of money concepts and tax strategies are almost never talked about. It's even "taboo" for some.
Why? Because most people are not where they thought they'd be by now and they're either embarrassed or they just avoid the subject thinking it will be too complicated or time consuming.
Navigating personal finances can feel overwhelming — especially when financial experts, companies, and media throw around complex terms and industry jargon.
That’s why we’re here: to simplify the conversation and put you, your specific business needs and your financial goals at the center of it.
We’re passionate about financial education and empowering individuals to understand key concepts like interest rates, inflation, debt, tax strategies for business owners, (both present and future), compound interest, risk-free growth, tax-free wealth & retirement planning, financial protection, assets and liabilities — all in plain, practical language.
Our systems and complementary financial education programs are designed to make learning not just easier, but enjoyable.
Whether you’re employed, self-employed, a student building your financial foundation, or an experienced entrepreneur looking to refine your tax strategy — we start by cutting through the noise.
You’ll get practical examples, real-life case studies, and simple tools to help you apply what you learn right away.
Our goal is simple: to give you the knowledge and confidence to make informed decisions — with a dedicated board of professionals ready to support you every step of the way.
Our Mission: Empowering YOU With Financial Strategy For Generational Wealth
Our mission is to help you lay out, strategize and implement your own personalized plan for an early, TAX-ADVANTAGED retirement with crystal clear vision on your goals.
You'll now finally start to KEEP more of your hard earned resources so you can build and leave your own Legendary Legacy.
Listed Services
We can help you with:
> W-2 Tax Strategy
> 1099 Tax Strategy
> Tax-Free Wealth Strategies
> Income Planning
> Asset Preservation and Protection
> Early Retirement Planning
> Risk Mitigation
>Business Planning and Development
> QPRt
> CRT
Get a Quote
At Eagle Eye, we’ve helped thousands of Americans achieve financial independence and generational wealth.
We provide safer, more predictable strategies to allocate retirement dollars, ensuring a secure and fulfilling retirement while building a lasting legacy for the next generation.
Let’s create a future where your retirement is abundant, and your legacy endures!
Get the personalized attention you need NOW!
Why Legendary?
Because YOU Can Live A Legendary Life TOO.
We Don't Just Help The Top .001% Earners Like The Rest Of The Financial Services Industry. We Help EVERY Motivated Mind.
Our Professional Team Of Financial Specialists Will Educate And Empower You To KEEP More Of Your Hard-Earned Money So You Can Secure Your (Early) Tax-Engineered Retirement And Legacy.
In our experience, whether you're employed, self-employed or a big business serial entrepreneur:
If you don't get your tax burden down to a legal minimum, it is next to impossible to create wealth or create yourself a beautiful and abundant (tax advantaged) retirement.
Let's build a financial fortress around you, your family, your business and your employees that nothing can penetrate.
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Services
FINANCIAL EDUCATION
You'll discover the financial concepts and tax strategies that will finally give you the edge.
We’re passionate about helping individuals understand key concepts like interest rates, inflation, debt, tax strategies for business owners, (both present and future), compound interest, risk-free growth, tax-free wealth & retirement planning, financial protection, assets and liabilities — all in plain, practical language.
FINANCIAL NEEDS ANALYSiS
Every individual and business is unique and different, and in different life stages, so our tax strategy and planning and protection team will analyze and help you with tailored solutions for your personal and business financial needs.
After thorough analysis and initial education, we customize future-thinking ideas and offerings to match clients' short and long-term interests...
FINANCIAL PLANNING.
Smart management of your finances can help you achieve your goals and dreams, and at the same time mitigate risk and protect your hard-earned dollars.
We can help you put together a personalized plan and help guide your financial decisions so you can harvest the retirement you desire.
Because:
"Those who fail to plan, plan to fail."
SOCIAL SECURITY
It is essential that you analyze your Social Security options alongside your other retirement accounts.
By looking at your whole picture and vision, you can decide on the right timing and tax-advantaged strategies to optimize your social security benefits.
ESTATE PLANNING
One of the greatest acts of love you can do is take care of your own end-of-life preparations so that your loved ones don't have to.
Without a strategic plan or the proper documents in place there can be a long-lasting (and even generational) negative impact on your family. Distribution of property, the care of a minor, health care and legacy decisions are all very important items that need to be addressed.
RETIREMENT INCOME PLANNING
You have sowed your retirement seed by accumulating and growing your retirement assets. Using 401Ks and investments you have probably created a nest egg, however; How do you convert your assets into a guaranteed and/or tax advantaged retirement income without it getting eroded by devaluation and over-taxation?
Let's strategize enough income to cover your expenses in retirement without affecting your lifestyle.
TAX STRATEGY AND WEALTH ENGINEERING
Let's just say it's not about what you make, it's about what you KEEP.
We believe in paying our fair share in taxes, but not OVER-paying unnecessarily.
You deserve to not only KEEP the hard earned money you've earned and compounded, but be able to pass it down risk-free, tax-free and worry-free.
RISK MITIGATION AND TAX ENGINEERING
We can help you put together a plan for income in retirement, but we don’t stop there.
Unlike a normal CPA who "checks the box" on what you've already done for the year, we put future proofing strategies in place to help protect you from uncontrollable circumstances, market loss, inflation, lawsuits, over-taxation, etc.
Without future-thinking and strategic financial engineering, your businesses and your family will take major hits.
Financial blind spots threaten most people's retirement plan.
BUSINESS DEVELOPMENT AND STRATEGY
With our L.I.T. Systems and strategies, you will discover how to leverage yourself, and your business, bringing in complementary and aligned income channels so you can compound results, experience early retirement or simply create more money and time freedom for generational wealth.
Our Legendary Team
Mariana Rolim
Team Lead, Financial Education, Planning, Tax Engineering, Asset Protection
Marco Frank Montoya
Financial Concepts, Coaching, Branding, Talent Scout, Business Development
Terry Register
Tax Planning, Risk Mitigation, Business Development And Succession
Rich Kostas
Financial Services/Insurance/Asset Protection
Schedule a consultation with us to discuss your goals and create a personalized plan tailored to your specific needs.
Our team can meet with you regardless of your location.
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We Work With Over 300 Companies, Including...
Office:
5055 Avenida Encinas, Suite 210, Carlsbad California 92088
Call 303-882-2488
Email: [email protected]
Site: www.LegendaryLifestylePlanning.com