Impacting lives. One family at a time.

Nobody plans to fail. Our job is to make sure you don't fail to plan. Whatever your goals are, weather that is to create the best retirement possible, create a legacy, or whether its to protect your loved ones from financial devastation with life insurance; let us connect you to the experts that can help you put that into action.

One Team, One Dream. Using a Collaborative Approach to Creating Wealth

Our approach is deeply collaborative and tailored to your unique situation. We believe that financial success requires more than a generic plan—it demands a strategy designed specifically for you. By working closely with you and partnering with subject matter experts across various fields, we create cohesive financial strategies that address all aspects of your financial life. And most importantly, it's simplified so you don't need an M.B.A. to understand it.

As Seen On

Financial Mastery Road Map

We will help you reach financial independence.

Get a free copy of our Financial Mastery Roadmap

WHAT WE OFFER

Scope Our Services

Financial Strategy

We can help you develop a strategy. Whether it's to build legacy type wealth, or make sure your money doesn't run out during retirement.

Consulting

Our goal is to help you accomplish yours. Whatever that is, we'll share our expertise and industry knowledge to help you succeed.

Wealth Protection

We can teach you how to protect your wealth and family assets from inflation, loss of income, and taxation.

Education

Money concepts are not taught enough in our education system. We can help you learn them through our vast library of videos

& e-books.

Debt Management

We can help you have a better oversight on your daily expenses and show you tools to chip away and even eliminate debt.

Life Insurance

We help protect your loved ones from financial devastation with customized life insurance solutions

for any budget.

Testimonials


I can't thank Roland enough for the help he gave me transitioning out of the Army. From help getting established in a new career, to guiding me through tools to making sure im not wasting money, he even helped me get my VA disability benefits. My family owes him big time.


I was referred to Legacy One by a friend. I immediately understood why. From the very first meeting I felt like I was treated like family instead of a paycheck. Highly recommend them.

-J. Jennings


As a business owner, I needed help managing both personal and business finances, and Roland at Legacy 1 Strategies delivered. He didn’t try to sell me anything, just provided honest advice

tailored to my situation.

- L. Spencer

Call 805-600-1775

Site: www.legacy1strategies.com

© 2025 Diamond Leadership Development .

All rights reserved

As with any business, your results may vary, and will be based on your individual capacity, experience, expertise, and level of desire. There are no guarantees concerning the level of success you may experience. The testimonials and examples we share are exceptional results which are not intended to represent or guarantee that anyone will achieve the same or similar results. Each individual’s success depends on his or her background,

dedication and motivation.

© 2014-2025 Experior Financial Group.

All right reserved.