Secure Zoom Consultation
Private video strategy sessions from anywhere in the United States — ideal for busy professionals and nationwide clients.
Nationwide · Pasadena, CA Headquarters
Financial Planning in Every US City & Town
Legacy in Motion serves 17,082+ communities across all 50 states — secure Zoom consultations or in-person meetings at your place of business, plus our Pasadena HQ for Southern California families.
How We Meet With You
Serving every US city and town — choose the format that fits your schedule.
In Person at Your Place of Business
Meet at your office, practice, or workplace by appointment — subject to availability. Travel fees may apply; see disclosure below.
Pasadena Headquarters (Southern California)
Meet at our San Gabriel Valley headquarters for local families, public employees, and CalPERS-focused planning.
On-site visit notice: For on-site meetings at your place of business, reasonable travel expenses may apply based on distance and scheduling. Any travel fees will be disclosed in writing before your appointment is confirmed and must be paid at the time of booking. Travel fees are separate from your complimentary introductory strategy session.
Insurance products offered through licensed professionals affiliated with Experior Financial Group Inc. This website is for educational purposes and does not constitute personalized tax, legal, or investment advice.
Priority Financial Hubs
Deep local expertise in Southern California — with the same national service model everywhere else.
San Gabriel Valley · Pasadena HQ
CalPERS, 401(k) rollovers, generational wealth — in person, Zoom, or at your workplace.
Greater Los Angeles
Estate planning, living benefits, executive strategies for LA families and business owners.
Servicios en Español
Asesoría bilingüe en todo EE. UU. — Zoom o en persona en su negocio.
All 51 States · 17,082+ Cities & Towns
Select your state to browse every local financial planning page.
AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
Featured National Markets
What Nelly Lara Helps Clients With
Insurance-based financial fortresses for families and business owners — local Pasadena expertise with nationwide virtual service.
- Retirement planning and 401(k) rollovers
- Fixed Index Annuities (FIAs) and guaranteed income
- Living benefits life insurance (critical, chronic, terminal illness)
- Estate planning, trusts, and probate avoidance
- Business owner exit planning and key person insurance
- Generational wealth transfer
- Debt elimination and mortgage protection
- CalPERS and public-sector pension strategies
- Tax-efficient wealth building for children (IUL / Freedom Financial Baby)
Nationwide Service Areas FAQ
Does Legacy in Motion serve every US city and town?
Yes. We publish dedicated, helpful financial planning pages for 17,082+ communities across all 50 states — searchable at https://www.legacyinmotion.biz/service-areas and https://www.legacyinmotion.biz/locations.
How do consultations work — Zoom or in person?
You choose what fits: a secure Zoom video strategy session from anywhere in the US, or an in-person meeting at your place of business. For on-site meetings at your place of business, reasonable travel expenses may apply based on distance and scheduling. Any travel fees will be disclosed in writing before your appointment is confirmed and must be paid at the time of booking. Travel fees are separate from your complimentary introductory strategy session. Southern California families may also meet at our Pasadena headquarters.
Do traveling costs apply for in-person consultations?
For on-site meetings at your place of business, reasonable travel expenses may apply based on distance and scheduling. Any travel fees will be disclosed in writing before your appointment is confirmed and must be paid at the time of booking. Travel fees are separate from your complimentary introductory strategy session. Secure Zoom consultations and meetings at our Pasadena headquarters do not include travel fees unless otherwise stated in writing.
Is content on city pages personalized financial advice?
City pages are educational and describe how Legacy in Motion serves that community. Your free consultation is where strategy is personalized. Insurance products are offered through licensed professionals affiliated with Experior Financial Group Inc.
Do you offer Spanish-language financial planning?
Yes — bilingual English/Spanish sessions nationwide. Spanish locations: https://www.legacyinmotion.biz/es/locations.
Why is the firm headquartered in Pasadena, CA?
Pasadena anchors our local San Gabriel Valley expertise (CalPERS, SGV families) while our nationwide model delivers the same insurance-based financial fortress approach to every US city via Zoom or on-site business meetings.
Request Your Local Consultation
Tell us your city — we'll match you with retirement, living benefits, estate, and legacy strategies. Zoom or in person at your workplace. Travel fees may apply for on-site visits; disclosed before booking and paid at scheduling.
