Retirement Planning & 401(k) Rollovers
Personalized strategy sessions available in-person for Southern California clients and virtually for FL and nationwide households.
Nationwide Service · Pasadena, CA Headquarters
Bilingual Financial Planning for Miami & South Florida
English and Spanish strategy sessions for Miami families — retirement, living benefits, and generational wealth from a national advisory firm.
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 Miami
- Bilingual financial education and trust-building
- Protecting family income across international backgrounds
- Retirement planning for entrepreneurs and small business owners
Services for Miami 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 FL and nationwide households.
Estate & Business Planning
Personalized strategy sessions available in-person for Southern California clients and virtually for FL and nationwide households.
Generational Wealth Transfer
Personalized strategy sessions available in-person for Southern California clients and virtually for FL and nationwide households.
Debt Elimination Strategy
Personalized strategy sessions available in-person for Southern California clients and virtually for FL and nationwide households.
Mortgage Protection
Personalized strategy sessions available in-person for Southern California clients and virtually for FL and nationwide households.
Client Success Stories — South Florida
Remote Strategy Session — Miami
A Miami 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 — Miami, FL
Does Legacy in Motion serve Miami, FL?
Yes. Legacy in Motion serves Miami, Florida and the surrounding region (South Florida). The firm is headquartered in Pasadena, CA and offers both local and virtual nationwide consultations. Book at https://www.legacyinmotion.org/locations/florida/miami#consultation or call (626) 203-7652.
What financial services are available in Miami?
Services for Miami 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 Miami?
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 Miami
Request a complimentary consultation. We serve Miami, Florida, and clients across the United States from our Pasadena headquarters.
