“This was never just about finance.”
It’s about legacy. Structure. Vision. And the weight that comes with building something that lasts.
Legacy Builders HQ was born out of one core belief: that owner-led businesses deserve access to the kind of elite strategies typically reserved for massive corporations. Strategies that do more than save money—they stabilize leadership, protect revenue, and create space for businesses to scale without unraveling.
We exist for the CEOs who are still in the trenches—still carrying the vision. The ones who lose sleep over rising costs, uncertain markets, and what would happen if they ever needed to step back. You built this to outlast you. We’re here to help make sure it does.
Who We Work With
We partner with growth-minded, privately held firms—typically led by a founder or CEO still actively involved in daily leadership. Most are in that critical phase where revenue is up, the pressure is high, and the cracks in the foundation are starting to show.
We specialize in supporting:
Owner-led companies with 10–500 employees
Firms seeking tax-efficient ways to scale
Leaders navigating retention, succession, or transition
CEOs who want to protect what they’ve built—before burnout forces their hand
What We Believe
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Your business should grow because of you—not depend on you.
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Your team should stay because of vision—not just payroll.
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Your success should build wealth—not tax liability.
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Your exit should be planned—not forced.
Kimberly Strickland
Founder & Legacy Strategist
Kimberly Strickland is a nationally licensed risk management expert who has spent the last several years helping business owners and families protect what they’ve built—and position it to grow with strategy, not guesswork.
With over a decade of experience leading operations for a brick and mortar francise in the fitness industry and managing multimillion-dollar residential portfolios in the corporate sector, she gained a firsthand view of what holds a business together—and where most systems quietly break down under pressure.
In 2020, Kimberly entered the financial industry and discovered century-old strategies that have quietly empowered America’s most resilient families and firms to build generational wealth. That revelation became the foundation for Legacy Builders HQ: a mission-driven firm committed to helping CEOs reallocate what they’re already moving—toward solutions that protect their people, multiply growth, and build real staying power.
She is driven by change, and by creating opportunities that help others expand the opportunities they create. Kimberly lives in Tampa, Florida, where she is raising her greatest legacy of all: her daughter, Anastasia.
Legacy Builders HQ is proud to be powered by the nations #1 Fintech company, Global Financial Impact and backed by strategic partnerships with industry-leading institutions like North American | Sammons Financial Group, an A+ Rated carrier leading the industry for over 136 years. These partnerships allow us to offer best-in-class solutions that are time-tested, compliant, and built to serve businesses with excellence at scale. Every strategy we design is powered by proprietary platforms we trust—and tailored to the leaders we serve.