Who We Are. What We Stand For
Legacy Wealth Academy exists to help individuals and families take control of their financial future, protect what matters most, and build generational wealth through clear strategy and education.
About Us
Who We Are
We are a full-service financial planning firm based in Frisco, Texas, specializing in life insurance, retirement income planning, and trust-based estate strategies. We believe wealth isn’t just about money—it’s about values, legacy, and long-term security for the people you love.
Our Mission
What We Do
We help our clients create smart, tax-efficient plans that protect income, grow assets, and transfer wealth effectively. Our services include:
- Life Insurance Strategies (IULs, Fixed Indexed Annuities, and more)
- Retirement Planning and Rollover Guidance (401(k), 403(b), TSP, etc.)
- Trust & Estate Planning
- Family Legacy Blueprint Design
- Educational Tools & Digital Resources
We combine real-world financial solutions with easy-to-understand guidance so every family can move forward with confidence—no matter their starting point.
Legacy First
To empower everyday families with the same strategies used by the wealthy—to protect, grow, and transfer wealth with purpose.
Who is MArk Cassara
Mark Cassara is a financial strategist, educator, husband, and proud dad of six. He’s the co-founder of Legacy Wealth Academy, where he helps families protect their income, grow wealth, and build a lasting legacy through smart financial strategies. When he’s not guiding clients, he’s spending time with his wife, chasing kids, or dodging one of their three cats. Mark believes legacy isn’t just about money—it’s about faith, family, and leaving things better than you found them.
Families Served
Mark Cassara
Founder & Lead Strategist
Passionate About Life
Team Experts