Retirement Planning & 401(k) Rollovers
Personalized strategy sessions available in-person for Southern California clients and virtually for AZ and nationwide households.
Nationwide Service · Pasadena, CA Headquarters
Financial Fortress Planning for Phoenix Residents
Serving Phoenix and Arizona statewide with retirement rollovers, living benefits, and estate strategies from Legacy in Motion.
Lead Advisor
Nelly Lara
Headquarters
Pasadena, CA
Full-Service Planning
10+ Core Strategies
Education-first financial planning — products only after you understand your options Education hub →
Local Challenges We Address in Phoenix
- Retiree income stability in a growing metro
- Healthcare and long-term care cost planning
- Tax-efficient wealth transfer for Arizona families
Services for Phoenix Families
Insurance-based financial fortresses — not market-only stock picking.
Living Benefits Life Insurance
Personalized strategy sessions available in-person for Southern California clients and virtually for AZ and nationwide households.
Estate & Business Planning
Personalized strategy sessions available in-person for Southern California clients and virtually for AZ and nationwide households.
Generational Wealth Transfer
Personalized strategy sessions available in-person for Southern California clients and virtually for AZ and nationwide households.
Debt Elimination Strategy
Personalized strategy sessions available in-person for Southern California clients and virtually for AZ and nationwide households.
Mortgage Protection
Personalized strategy sessions available in-person for Southern California clients and virtually for AZ and nationwide households.
Client Success Stories — Valley of the Sun
Remote Strategy Session — Phoenix
A Phoenix professional wanted fiduciary-style guidance without switching to a local market-only advisor tied to volatile equities.
Outcome: Delivered a virtual financial fortress review with retirement, living benefits, and estate planning recommendations tailored to their state.
Nationwide 401(k) Protection
A client approaching retirement sought principal protection after years of market-exposed 401(k) growth.
Outcome: Rolled funds into tax-advantaged vehicles designed to participate in upside while limiting downside exposure.
Financial Planning FAQ — Phoenix, AZ
Does Legacy in Motion serve Phoenix, AZ?
Yes. Legacy in Motion serves Phoenix, Arizona and the surrounding region (Valley of the Sun). The firm is headquartered in Pasadena, CA and offers both local and virtual nationwide consultations. Book at https://www.legacyinmotion.org/locations/arizona/phoenix#consultation or call (626) 203-7652.
What financial services are available in Phoenix?
Services for Phoenix clients include Retirement Planning & 401(k) Rollovers, Living Benefits Life Insurance, Estate & Business Planning, Generational Wealth Transfer, and more. Legacy in Motion specializes in retirement planning, living benefits life insurance, estate planning, and generational wealth strategies.
How do I find a bilingual financial advisor near Phoenix?
Legacy in Motion provides bilingual (English/Spanish) financial strategy sessions. Visit /es/locations for Spanish city pages or request a consultation in your preferred language.
Speak with an Advisor Serving Phoenix
Request a complimentary consultation. We serve Phoenix, Arizona, and clients across the United States from our Pasadena headquarters.
