For Professionals, Business Owners & Families Age 35-65

Will You Be Able to Retire?

Will You Outlive Your Money?

Get answers in 25 minutes.

DIME Analysis (Debt, Income, Mortgage, Education)

Valued at $497 and for a limited time only, Completely Complimentary. Trusted by 50,000+ families nationwide.

✓ No cost ✓ No obligation ✓ Licensed in all 50 states

Even Smart, Successful People Wonder...

  • “ Will I be able to retire comfortably? ”

  • “ Am I paying too much in taxes? ”

  • “ Is my family protected if something happens to me? ”

If you've asked yourself these questions, you're not alone.

The DIME Analysis

Our proprietary DIME Analysis Framework simplifies every part of your financial life into one powerful system.

D

Debt Strategy

Eliminate bad debt faster and free up

more cash flow

I

Income Optimization

Keep more of what you earn with proven

tax-efficient strategies

M

Mortgage & Real Estate

Protect your assets while building

lasting equity

E

Education & Emergency

Build real safety nets for your family’s future

With our unified team of licensed advisors, estate planners, and strategists, you’ll finally see your complete financial picture — simplified, connected, and working together.

The Legacy Alliance Financial House —

your foundation for lasting wealth

and protection.

Why Professionals Choose Legacy Alliance

Trusted by 50,000+ professionals, families, and business owners nationwide

Licensed in all 50 states — backed by

40+ top-rated carriers

Completely Complimentary —

no pressure, no obligation

Guided by experts committed to your financial growth

Strategic partnerships with estate planning attorneys

Personalized clarity reports delivered within 48 hours

What You'll Experience in Your DIME Analysis

This isn't a sales call. It's a clarity call.

You'll receive:

Comprehensive Financial Review

A complete assessment of how your debt, income, mortgage, and education plans interact with your retirement and

tax strategy.

Immediate Actionable Insights

Specific opportunities to reduce taxes, optimize cash flow, and strengthen your financial position — many discovered in the first 25 minutes.

A Personalized 48-Hour Plan

Within two business days, receive a written summary of findings and recommended next steps tailored to your

unique situation.

Guidance from Licensed Experts

Work with professionals licensed in all 50 states with 30+ years of combined experience.

Why the Old Way Fails

Most families, professionals, and business owners get scattered advice — one person for insurance, another for taxes, another for investments. No one ties it all together.

The result? Confusion, inefficiency, and missed opportunities.

But at Legacy Alliance, we bring everything together under one powerful system — so every part of your financial strategy works in harmony.

The Old Way: Fragmented

  • Multiple advisors giving conflicting advice

  • No one sees your complete financial picture

  • Paying more in taxes than necessary

  • Uncertain if your family is truly protected

  • Constantly guessing instead of growing

The DIME Way: Connected

  • One unified team coordinating your entire strategy

  • Tax-efficient, integrated planning

  • Complete confidence in your wealth and legacy

  • Seamless communication between all advisors

  • A single, clear plan for your financial future

For a Limited Time: Complimentary

25-Minute DIME Sessions

Exclusively for families, professionals, and business owners who want clear,

actionable guidance to grow and protect their wealth.

What You’ll Receive:

Full DIME Report

Complete written analysis of your Debt, Income, Mortgage, and Education planning with insights specific to your situation.

Personalized 48-Hour Plan

A detailed summary of findings and recommended action steps delivered within two business days of your session.

Expert Guidance

Direct access to licensed advisors with expertise in tax strategy, estate planning, and integrated wealth protection.

Total Value: $497

Your Cost: $0 — Completely Complimentary for a limited time.

What People Say About Drew and His Team

Kathy Coover

(Co Founder and Owner of Isagenix International)

Melody Padilla

(Licensed Financial Professional)

Allie Abbatiello

(Senior Loan Officer Quintessential Mortgage Group)

No Sales Pitch. No Obligation. Just Clarity.

Just 25 minutes of genuine, personalized clarity — or your time back.

The Team Trusted by 50,000+ Professionals Nationwide

Led by Drew Berman

Author of "Go All In"

Our mission:

We help top agents, entrepreneurs, and families build financial systems that last for generations.

  • 30+ years of combined financial expertise

  • Licensed in all 50 states

  • Partnerships with 40+ top-rated carriers and estate planners

  • Trusted by 50,000+ professionals nationwide

ONLY 5 SPOTS LEFT THIS MONTH

Don't Leave Your Family's Future to Chance

We limit sessions to ensure personalized service.

100% Confidential | No Cost | No Obligation

P.S. — The longer you wait, the more money you lose to bad debt, unnecessary taxes,

and missed opportunities.

What do you have to lose? It’s complimentary.

Frequently Asked Questions

Is this really complimentary?

Yes. 100%. Valued at $497 and completely complimentary for a limited time.

Who is this for?

Professionals and families (age 35–65, earning $100K+) who want financial clarity

How long does it take?

Just 25 minutes — walk away with a full clarity plan and actionable next steps.

Do I need to prepare anything?

No preparation is required, but having a general idea of your financial situation helps.

What makes Legacy Alliance different?

We integrate every aspect of your financial life — insurance, taxes, investments, estate planning, and debt management — into one unified strategy.

© 2025 Legacy Alliance Team. All rights reserved. | Licensed in all 50 states