Unique Wealth Strategies for your business






CA Lic. #3615205

Begin by filling out the form by clicking the “Book Call” Button. You will then be on your path to financial success!

  • Schedule a discovery call to get customized details,
  • Revise all details & questions
  • receive a gift card.

Whether you’re eliminating debt, building wealth, or reinvesting back into your business, we got you covered.

At EPIC-Legacy Insurance Solutions, we specialize in providing tailored financial solutions that drive growth and efficiency across diverse industries. With a keen focus on the dental, logistics, and real estate sectors, our team is committed to helping businesses navigate their unique financial landscapes to achieve their goals. From debt elimination strategies and wealth-building to investment in cutting-edge technology and sustainable practices, we empower our clients to make informed financial decisions that lead to lasting success. Our approach combines industry-specific expertise with innovative financial planning, ensuring every client can invest in their future with confidence. Whether modernizing dental practices, transforming logistics operations, or leveraging HELOC for real estate investment, EPIC-Legacy Insurance Solutions is your partner in financial health and business growth.




CA Lic. #3615205

Explore what we have to offer

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Disability Insurance (DI)

Disability Insurance provides a financial safety net if illness or injury prevents you from working, ensuring you maintain your standard of living without tapping into savings.


Annuities offer a reliable source of income for retirement, allowing you to plan for a financially secure future with various options to fit your goals.

Life Insurance

Life Insurance ensures your family’s financial security in your absence, covering debts and future expenses like education.

Legacy Banking

Legacy Banking secures your financial legacy through estate planning and wealth management, ensuring your wealth is managed and transferred according to your wishes.

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Explore how our specialized financial solutions can unlock growth and efficiency tailored to meet your unique needs.

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Optimize financial management with tailored revenue cycle strategies.

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Accelerate debt reduction with strategic financial planning tools.

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Transform financial health through comprehensive debt elimination programs.

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Secure your businesses future with tailored wealth preservation strategies.

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Feedback from Clients

Why you should meet with us.

Since implementing their financial planning tools, we've seen a significant reduction in our operational debts. Their strategies were exactly what we needed to get back on track.

- Hannah Morales

The personalized wealth management services have transformed our approach to wealth building. We're now seeing returns that we thought were out of reach.

- Teddy Yuhui

Their comprehensive debt elimination program was a game-changer for our business. Not only have we cleared our debts, but we're also on a solid path to financial stability and growth.

- Lorna Alvarado

Contact Us


10620 Treena St. Ste 230

San Diego, CA 92131

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+1 (858)-437-8722

Office Hours

Monday to Friday

9:00 am to 6:00 pm


9:00 am to 12 noon

Closed on Sundays

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CA Lic. #3615205