Financial Planning Locations

Legacy in Motion is a wealth protection and financial planning practice led by Nelly Lara, Senior Financial Associate, affiliated with Experior Financial Group Inc.. The firm is headquartered in Pasadena, California and serves clients locally in Los Angeles and the San Gabriel Valley as well as nationwide across the United States via virtual consultations.

Yes. Legacy in Motion is a bilingual firm offering full financial strategy sessions, workshops, and educational content in both English and Spanish (Español). Spanish pages are available at /es on the website.

Legacy in Motion focuses on insurance-based financial fortresses — principal protection, living benefits life insurance, guaranteed income strategies, and estate coordination — rather than market-only stock portfolios. This approach helps families protect against market crashes, illness, debt, and probate delays.

Request a free private strategy session at https://www.legacyinmotion.org/request-callback or call (626) 203-7652. Consultations are available for local Southern California clients and virtual sessions nationwide.

Core services include: Retirement Planning & 401(k) Rollovers; Living Benefits Life Insurance; Estate & Business Planning; Generational Wealth Transfer; Debt Elimination Strategy; Mortgage Protection; Business Owner Financial Strategies; Freedom Financial Baby (Children's Wealth); Financial Education Workshops; Financial Education Hub. Visit https://www.legacyinmotion.org/locations for city-specific pages or https://www.legacyinmotion.org/service-areas for regional hubs.

Yes. While physically headquartered in Pasadena, CA, Legacy in Motion provides nationwide virtual financial planning and insurance-based strategies to clients across the United States, subject to applicable state licensing for insurance products.

Visit https://www.legacyinmotion.org/links for Instagram (@money_withnelz), Facebook, TikTok, Learn Money form, interview form, life insurance quote, and children's account forms — plus phone and consultation booking.

Yes. Legacy in Motion specializes in retirement strategies for Pasadena and San Gabriel Valley public employees, including CalPERS pension optimization, 401(k) rollovers, and guaranteed income planning.

Priority markets include Pasadena, Los Angeles, Arcadia, Santa Monica, Houston, Dallas, New York, Miami, Chicago, Phoenix, and Atlanta. See https://www.legacyinmotion.org/locations (English) and https://www.legacyinmotion.org/es/locations (Spanish) for all city pages.

Visit the Financial Education Hub at https://www.legacyinmotion.org/financial-education for guides on 401(k) rollovers, living benefits, debt payoff, emergency funds, and estate basics — or https://www.legacyinmotion.org/es/educacion-financiera in Spanish.

No. Website content is educational. Insurance products are offered through licensed professionals affiliated with Experior Financial Group Inc. Consult your CPA or attorney for tax and legal matters specific to your situation.