Control Your Capital.Build Your Legacy.
Make sure your money outlives you—with purpose.
Why Stewardship?
Most advisors "manage" money for a fee. We show families how to steward their own capital—with clarity, control, and purpose.
Stewardship = ownership, liquidity, and a generational mindset.
Our Mission: Legacy by Design
To empower families to control their capital, steward their wealth faithfully, and build legacies that bless generations.
Rooted in Proverbs 13:22, we believe wealth is not simply something to accumulate—it is something to steward.
We don't believe in mass-market financial plans. We craft dynamic, relational strategies that honor your story, your calling, and your vision for the generations to come.
What to Expect: Your Journey of Stewardship
Faithful stewardship is not an event. It is a lifelong calling.
Discovery
We listen deeply to your story, your values, your vision.
You are seen. You are heard.
Strategy Design
Together, we craft a stewardship strategy designed to serve your family for generations.
You are the steward. We are your guide.
Stewardship Walk
Through relational, annual touchpoints, we refine your strategy, nurture your capital, and celebrate milestones.
Stewardship is a living, breathing journey.
Legacy Handoff
When the time comes, we help ensure your blessings are passed intentionally — with wisdom, clarity, and love.
Your legacy, faithfully prepared.
Stories of Stewardship
Real families who chose to control their capital and build lasting legacies
The Johnson Family
From Debt to Dynasty
Eliminated $180,000 in mortgage payments while building a $2.3M family bank that will fund their children's education and business ventures.
The Martinez Legacy
Tax-Free Retirement
Replaced their 401(k) strategy with infinite banking, creating $85,000 in annual tax-free income while preserving $1.2M for their heirs.
The Chen Enterprise
Business & Family Protection
Protected their $3M business with key-person insurance while funding expansion through policy loans, keeping 100% ownership.
The Williams Dynasty
Multi-Generational Planning
Established a family banking system that will provide each grandchild with $250,000 at age 25, funded through strategic policy design.
What Our Families Say
Real results from families who chose stewardship over speculation
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Working with 1322 Legacy Strategies transformed how we think about our family's financial future. They didn't just sell us a policy—they educated us on becoming our own bank. Now we have control, liquidity, and a clear path to generational wealth.
Sarah & Michael Thompson
Dallas, TX
New clients from referrals
In family bank systems created
Years of infinite-banking expertise
Tools & Services
Each tool ties back to the four-step strategy—nothing "extra," everything coordinated.
WHY FAMILIES CHOOSE 1322
- Everything under one roof—legal, tax, insurance, income. No finger-pointing between advisors.
- Boutique attention—fewer clients, deeper relationships.
- Faith-anchored wisdom without the preachiness.
- Over 70% of new families come from referrals.
- Supported by a team of CERTIFIED FINANCIAL PLANNERS® and Chartered Life Underwriters®.
“A good man leaves an inheritance to his children’s children.”
— Proverbs 13:22
At 1322 Legacy Strategies, we help you do just that.
How It Works
Discovery Call (90 min)
Share your goals; we listen.
Legacy Blueprint
See exactly how your dollars can fund life now and bless heirs later.
Stewardship Implementation
Tools like the "Infinite Banking Concept™", coordinated trusts, and tax-smart income streams.
Legacy Handoff
Coaching heirs so they inherit wisdom with the wealth.
Plain-English promise: You'll understand every step well enough to explain it at the dinner table.
Ready for a conversation that puts you back in the driver's seat?
Schedule Your Discovery Call and start controlling your capital.
Book My 90-Min Call