Legacy Point

Legacy Point Membership

Legacy Point

What Will You discover with Legacy Point?

  • Navigating the Path to Becoming an Accredited Investor: Grasp the requirements and benefits of entering this exclusive investment realm.

  • Strategies to Replace Dental Income and Reclaim Your Time: Uncover avenues to generate steady income without constant clinical hours.

  • Beyond Physical Capabilities: We earn as dentists using our skills and hands. Should a situation arise that impacts our ability to practice, will disability insurance be enough? Delve into alternative ways to ensure stability and maintain your lifestyle.

Legacy Point


Dive deep into our curated collection of insightful documents, tailored to provide clarity and direction for alternative investments.

Legacy Point


Explore our instructional and insightful videos, ensuring you stay at the forefront of alternative investing trends.

Legacy Point


Stay updated with the latest in alternative investing through our expertly penned blogs. Your go-to source for news, analysis, and thought leadership!

Legacy Point


Never miss out on an opportunity to learn and network. Our events calendar is packed with workshops, seminars, and meet-ups tailored for the astute alternative investor.

To join our group, follow these simple steps:

  • Submit your membership application form.
  • Return your membership agreement and any requested supporting documents. 
  • Enjoy the convenience of receiving informative printed materials.
  • Gain access to links for frequent member-only calls.
  • Receive invitations to attend exclusive live client meet-up events.
  • And much more awaits you!"
Legacy Point
Legacy Point

Get Accredited Now!

Legacy Point

Have a Question?

If you have questions, inquiries, or simply seek guidance, we are here to empower you. Fill out the form below and our team will be happy to assist you on your path to financial greatness.