ABOUT US
About Pablo Troncoso
Pablo Troncoso, President and Owner of 123MyLegacy, has been a business owner, a mentor, and an entrepreneur for over 19 years.
Having grown up with modest means, his passion was always serving families. But a financial crisis rocked him to the core and taught him an invaluable lesson. After losing his lending business, real estate and IRAs in 2008 market crash, Pablo was forced to learn from a disaster many can relate to. But to discover that it could have been almost fully avoided was intolerable. (for others, and of more recent, the COVID pandemic had similar effect)
“The onus is me to properly educate myself in order to be a change for good and a blessing to others.”
This new found passion of financial education sparked a major turning point in his career. He sought out truth and financial education, including the half-truths (aka, full-lies) that we are taught to believe when it comes to growing and securing our legacies and retirement.
You cannot do this alone.
Since then, Pablo has aligned himself with a network mentors, advisors in different fields and over 55 different insurance and retirement companies in order to best serve his clients who are willing to learn and take control of their future. His core beliefs are: Good people deserve great advice.I believe in helping people accumulate and pass on their wealth with proper
strategies.You
may not always win, but you can always learn.With God, all things are possible. (Matthew 19:26)
Build your fortress.
Build your fortress.The strategies Pablo teaches center around one focus: protection. How to best protect, grow, and pass on money in the most tax advantageous, risk-free manner so his clients can enjoy the upside gains of the market without ever suffering the downside losses.
Insight, education, and calculated action
Pablo is consistently top in his field; staying educated and on laws, regulations, and industry news. He is a proud member of President’s Club, and is a Certified John Maxwell Leadership Coach, and Trainer.
With this love of the financial industry, Pablo trains and mentors (and is actively hiring - link to partner form) those seeking to make an impact and income while having a fulfilled career in serving families and business owners with financial services. “When you have a purpose behind what you do, it can lead to a greater sense of fulfillment, joy, and overall well-being.”
Your best interest in mind
As a financial fiduciary, a father of three, and married for 9 years, Pablo implements the very strategies he teaches his clients; generating streams of income you can’t outlive, guarantees through retirement, and tax-advantaged money transfers to your children and heirs. “Being a fiduciary makes my job easy - I get the opportunity to help clients as if I’ mheling my very own family every single day, with their best interest at heart - not that of any one company or institution.”
Get your end of life affairs in order.
Through life insurance and estate planning we can help you ensure that whenever that day comes, your family will be well taken care of. Life insurance will make sure they will continue on financially without your income. Estate planning will ensure your assets will immediately pass to your heirs without the hassle, cost and nightmare of probate court.
Plan for retirement.
Do you have tax free retirement planning in place yet? The biggest cost to retirement planning is inflation and taxes. Most people do not plan for both. We help you mitigate both so you keep more of your money in retirement.
Minimize your taxes to maximize your profit.
Finally, as a business owner, we will help you minimize your taxes, redirect those funds to your retirement, and finally help you do succession planning for your business, or help you maximize the valuation of your business so will get the most out of all the sweat equity you put in.
Why Work With Us?
No other company, can provide you a complete planning system for your life when it comes to your finances, retirement and beyond death.
Insurance Products
We have partnered with 49 carriers providing every type of life insurance product imaginable: term, whole life, indexed universal life etc.
Retirement Planning
We have the right products to help a you plan for retirement: tax free retirement through 7702 plans and fixed indexed annuities.
Financial Planning
We are partnered with an RIA which would give you access to mutual funds and other securities products that can provide you with the vehicles to grow their wealth.
Estate Planning
Our legal team will help you build your estate plan using our proprietary software platform so that all of your assets will bypass probate and to go directly to your heirs exactly the way you want at a fraction of the price.
Why Wait - You Cannot Afford Any More Delays To The Financial Future You and Your Family Deserve
Contact Us Now!
Let's chat and find how we can help you find what you're looking for.