True North Legacy Planning was founded with one mission: to help families protect what matters most and build a secure financial future with clarity, confidence, and integrity. What began as two former baseball players transitioning into the financial world quickly became a growing team of Licensed Advanced Market Specialists committed to changing the way families understand insurance, retirement planning, and generational wealth.

After years in competitive athletics, we brought the same discipline, focus, and teamwork into the financial space. We saw how many families were underserved, confused, or pressured into plans that didn’t truly fit their goals — and we set out to do things differently. Today, our team works one-on-one with clients to simplify the process, educate clearly, and create personalized strategies using Mortgage Protection, IULs, Annuities, Final Expense Coverage, and Estate Planning solutions.

Our values are simple: education, transparency, and doing what’s best for every family we serve. We take pride in partnering with top-rated companies to deliver real protection, safe long-term growth, and financial stability that lasts generations.

From retired athletes to experienced specialists, our team shares one goal — guiding families toward their True North in financial security.