09/03/2026
Today marks an important new chapter.
Legacy Army Financial Group and Legacy Estate Planning are now officially one brand: Moon Wealth Partners.
This transition reflects something we have believed for a long time:
The major areas of your financial life should not be managed in isolation.
Retirement income, taxes, estate planning, wealth preservation, protection, and legacy all affect one another. When those areas are disconnected, even good individual decisions may not work together as effectively as they should.
That is why we built Moon Wealth Partners around the idea of Financial Architecture.
Our role is to help families step back, see the full picture, identify potential gaps, and coordinate the major areas of retirement into one clear Retirement Blueprint.
Our mission is simple:
Helping families gain the confidence they seek, the clarity they need, and the control they desire throughout retirement.
Over the coming days, I’ll be sharing more about what Financial Architecture means, how the Retirement Blueprint works, and the planning principles we believe families should understand as they approach and move through retirement.
This is more than a new name.
It is the next chapter of how we serve families.
Welcome to Moon Wealth Partners.
If this approach to retirement planning resonates with you, follow along and send me a message with the word BLUEPRINT.
