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714-862-2735

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    mike@legacypointplan.com​

      8285 E Santa Ana Canyon Rd Ste 135-244 Anaheim Hills, CA 92808, USA

Mission Statement​

© 2026 | Built, Powered & Developed by:​ ePIC Services Company

Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.

 

Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.

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    mike@legacypointplan.com​

     8285 E Santa Ana Canyon Rd Ste 135-244, Anaheim Hills, CA 92808, USA

Contact Info​

714-862-2735

    ​

JLB Financial

    ​

714-862-2735

mike@legacypointplan.com​