Control Your Capital. Build a Legacy that Blesses Generations.
Retirement is an event. Legacy is a discipline. Join our free 60-minute masterclass and sow strategic income that outlives you.
Next Live Masterclass
Tuesday at 11:00 a.m. Central Time
Is This You?
If any of these sound familiar, you’re the steward this masterclass was built for.
Alignment over accumulation.
You’ve built wealth, yet the pieces still feel scattered.
The Sandwich Steward.
Aging parents and growing kids both rely on you—and their timelines overlap.
Clarity in a noisy world.
You’re done sorting through conflicting advice; you want one unified playbook.
Impact > Hype.
Returns matter, but legacy measured in lives changed matters more.
What You’ll Learn
Shield Check (5 min)
Stress-test household income against market shocks in less time than it takes to pour your coffee.
Capital-Control Flywheel (15 min)
Reclaim the interest, fees, and taxes that quietly drain your family’s capital.
The Legacy Litmus (2 min)
One profound question that exposes gaps hiding inside your current estate plan.
The One-Table Advantage (10 min)
Coordinate tax, legal, and banking decisions so every advisor rows in the same direction.
“We thought our kids might inherit a couple hundred thousand dollars—after Brad’s proactive tax plan, they’ll receive more than $600,000. Even better, his strategy unlocked an extra $260,000 of spendable income for our retirement fun-money. Stewardship and peace of mind, all in one plan.”
Peter & Lisa M. — San Antonio, TX
“Downsizing left us sitting on cash and questions. 1322 showed us how to start a Family Bank so our kids can borrow for cars, college, even a kitchen remodel—paying interest back to the family instead of a big bank. We get to bless our children now, not just in our will.”
Brian & Carol W. — Boise, ID
“We were 80 % ‘done’—then Brad’s round-table found alignment gaps that saved our estate over $1.2 million in taxes, probate fees, and market risk. One beneficiary form and one unfunded property could have cost our kids a fortune. Grateful we caught it in time.”
John & Michelle K. — Madison, WI
“No long-term-care plan, all pre-tax savings, and no trust—that was us. The 1322 team walked us through each fix and turned our $1 million estate into $2.3 million potential legacy using tax mapping and legacy life insurance. We finally feel bullet-proof.”
Chris & Sarah C. — Wimberley, TX