[email protected] | 1 (800) 815-3422

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ABOUT US

Legacy Retirement & Estate Planning, Inc. is a Strategy Based Firm that teaches proven and time tested Strategies and Solutions by offering its clients private one-on-one coaching, consultation and financial education in the areas of Estate Preservation, Strategies and Solutions, Asset Protection, College Funding, Business Planning, Tax-Free Retirement, Charitable Gifting, Wealth and Income Creation and the 9 Laws of Banking™. This is accomplished through our proprietary Personal Wealth Evaluation™ which is a Simple Three-Step Process.

Our Vision

Is To Help Americans Retire Younger, Richer & Wealthier!

Our Mission

Is to Educate Others that There Is No Such Thing As a Good or BAD Economy. It’s the Economy that You Create For Yourself that Matters!

Our Mandate

Get you Financially Prepared and Help Families Become Financially FREE, Obtain Their Wealth and Establish their legacy by using our strategies and solutions!

Our Assignment

Is to PROTECT, MULTIPLY and PRIVATIZE YOUR WEALTH!

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Our Services 

TAX STRATEGIES

One essential part of preparing for your retirement is determining your current and future tax liability and developing a tax strategy to minimize the amount of taxes you pay during retirement. Tax planning is an integral part in planning your legacy and can directly impact the amount of wealth you will be able to hand over to your heirs and beneficiaries.

LONG TERM CARE

Long-term care refers to medical and support services for those who have difficulty in executing routine daily functions, or those individuals with prolonged or degenerative illnesses, cognitive disorders, old age and or other conditions.

EMPOWERING WOMEN

While every woman’s situation is different, there are a few factors that tend to make retirement different for women than it is for men. Empowering women for financial success helps address the unique challenges they face in retirement.

BUSINESS PLANNING

Pave your company’s road to success by developing a proactive and purposeful business plan to address your common workplace needs. Our consultation services will provide you with comprehensive, case specific and tax efficient solutions to help manage your concerns and increase the efficiency of your business.

RETIREMENT PLANNING

It wasn’t so long ago that retirement meant a pension and a gold watch, but today’s world looks much different than it did for generations past. The burden of retirement falls more heavily on the shoulders of individual Americans than it ever has before, but you don’t have to carry it alone.

LEGACY PLANNING

Proper legacy planning is one key element of any successful retirement strategy, helping ensure that your legacy carries on to assist your loved ones and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on your unique desires and whether it’s most important to you to preserve assets for future use, or transfer your wealth to beneficiaries.

 
 
 
 
 
 

WHAT MAKES TEAM PONDER BETTER

Legacy Retirement is a Strategy Based Firm that teaches retirement strategies and solutions, by offering its clients private one-on-one coaching, consultation and financial education in the areas of Estate Preservation, Strategies and Solutions, Asset Protection, College Funding, Business Planning, Tax Free Retirement, Charitable Gifting, Wealth and Income Creation and the 9 Laws of Banking™ and this is accomplished through our proprietary Personal Wealth Evaluation™ which is a Simple 3-Step Process.

  1. Assessment (Information)
  2. Consultation (Education)
  3. Restructuring (Decision)

After 24 years we have discovered that the majority of client’s personal and financial goals do not match their current retirement accounts and investments, because they started wrong. Most, if not all of the current professionals that they trusted have no strategic plan in place to benefit you as the investor, which creates unresolved problems. At your Free consultation you will learn about the 5 biggest unresolved problems an investor has.

Why You Can Trust Legacy Retirement

Dr. Craig Ponder has been with his wife Dr. Darlene, since age 19 (35 years) and has been an Entrepreneur for 42 years, his son Dr. Craig Jr., has worked alongside his father since the age of 17 (12 years), his youngest son Matthew, also works in the family firm, after graduating from a private college with his degree in Marketing handles all of our marketing and public relations. The Legacy Retirement Firm is not just a business, but a Family Business! We have positioned ourselves generationally to help provide financial security to the families we work with. Dr. Ponder and his family also love God, have moral and spiritual convictions which let them strive for a higher standard of excellence. Dr. Ponder has himself suffered personal hardships, and these life experiences is what gives them their passion to help others.

Legacy Retirement will customize and design a strategic plan to PROTECT, MULTIPLY & PRIVATIZE YOUR WEALTH!

We Specialize and Intentionally Educate Our Clients How To:

  • Have A Tax Free Retirement!
  • Maximize Your Social Security Benefits!
  • Reduce and Eliminate Taxes On Your RMD’s!
  • Set Up Your Living Trust Right, and Protect and Preserve Your Estate!
  • Protect Your Assets from a Lawsuit, Judgments, Creditors or Unwanted Family Members!
  • Business Owners Can Fund and Finance Their Retirement!
 
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SAN DIEGO OFFICE:

1420 Kettner Blvd., Suite 100 San Diego, CA 92101

CARLSBAD OFFICE:

2100 Palomar Airport Rd. Suite 214 Carlsbad, CA 92011

ONTARIO OFFICE:

430 N. Vineyard Ave., Suite 301 Ontario, CA 91764

P: 1-800-815-3422
F: 1-800-315-0238
E: [email protected]

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