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Before We Talk Strategy, Know Who You’re Working With.
Access my professional life agent quick reference guide. This professional resource will detail what I do, whom I help, and how I can help you and your family protect their financial future.
This single-page resource will tell the story of our business's current status, past business successes, and future business goals. You can use this tool/resource to share with your family/friends to get them excited about how I can answer their questions & help relieve their financial insecurities.
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Meet The Agent
Sirnollia has been serving her community for over 20 years as a real estate investor, virtual independent life insurance agent specializing in retirement income planning and advanced wealth strategies, & tax specialist.
Sirnollia, is passionate about aiding retired veterans, single mom entrepreneurs, real estate investors, and brokers in achieving financial stability for debt avoidance, payroll confidence, retirement security, and tax-favored strategies.
I am a devoted single mom of two boys and balance my professional pursuits with a love for true crime, history, mystery shows, and documentaries with a glass of wine by my side. I also enjoy historic home visits, and spending quality time with my boys. Family is my number one priority.
I ensure established retired veterans, established single-mom entrepreneurs, real estate investors, & real estate brokers remain solvent & financially free.
CLIENT TESTIMONIALS
Let's work together to build your personalized strategy that will improve your finances and build wealth.
What's My Job?
“It’s my role to help you see what most people never slow down to examine:
how your protection, tax structure, and financial decisions work together.
So your family never has to wonder what you meant to build.”
Sirnollia Beasley
Services Offered
Sirnollia Beasley provides strategic financial clarity and legacy design for business owners, investors, and families who want structure, not guesswork.
Her work integrates:
• Tax strategy & preparation (education + implementation through Tax Deivas, LLC)
• Business structure & compliance guidance
• Life insurance as a wealth and liquidity tool
• Cash flow design & capital control
• Legacy planning & generational wealth architecture
Every engagement begins with alignment, not transactions.
Design first. Products second.
We review your current tax situation, clarify your financial picture, and determine whether we’re the right team to support you.
Our focus is simple:
• Understand how your income is structured
• Identify immediate red flags or gaps
• Determine the right next step preparation or strategy
This is about alignment before action, so you move forward with clarity and confidence.
We identify cash flow leaks, uncover overlooked deductions, and apply intentional tax strategies grounded in the IRS code.
Our focus is simple:
• Reduce unnecessary tax liability
• Protect your profits
• Create a structure that supports long-term growth
This is about understanding how your money moves and making sure it moves with purpose.
Structured financial education for individuals and business owners who want to understand how money, tax, and cash-flow systems actually work before committing to major decisions.
Our focus is simple:
• Learn how the system works
• Strengthen your financial foundation
• Build confidence before
making major financial moves
Investment: $9.99/month
This is where awareness turns into ownership.
A step-by-step mentorship designed to transform how you think, plan, and build with money.
Our focus is simple:
• Replace financial confusion with disciplined understanding
• Strengthen your foundation before execution
• Align your decisions with long-term legacy
Investment: $1,997
(Enrollment by waitlist)
This is where awareness turns into mastery.
Structured support for entrepreneurs who need to form, manage, or properly close a business entity.
Our focus is simple:
• Establish your business foundation correctly
• Maintain compliance with clarity
• Close entities properly to avoid future tax exposure
This is about protecting your structure before it creates problems.
Designed for individuals and families ready to move beyond filing and into intentional legacy design.
We evaluate protection, cash flow structure, tax positioning, and long-term coordination to determine whether advanced legacy planning is the right next step.
Our focus is simple:
• Align your tax, protection, and cash flow systems
• Identify structural gaps
• Design with intention, not reaction
This is where strategy becomes stewardship.
Are You Operating With Clarity
Or
Just Hoping It Works Out?
You don’t build wealth by accident.
You build it with structure.
When you understand your tax position, cash flow, and protection strategy, you move with confidence, not confusion.
Frequently Asked Questions
CLIENT TESTIMONIALS
Let's work together to build your personalized strategy that will improve your health & your wealth.
Allow me to share a little more about myself ...
In addition to my professional pursuits, I am a devoted single mother to two boys. Despite the demands of my career, I find joy in balancing my life to be with them. I am an enthusiast of true crime and mystery shows.
I unwind by immersing myself in gripping documentaries while sipping on some wine. Beyond that, I nurture my love for networking with others, exploring and visiting historic homes, and cherish the precious moments spent with my boys.
My journey is a testament to my dedication, expertise, and unwavering commitment to helping others achieve financial success and security. My multifaceted background and genuine passion make me a standout professional in the realms of real estate, insurance, and now, tax planning.
Let's Talk!
LEGACY WEALTH DISCLAIMER
The information shared on this website is provided for educational and informational purposes only. It is designed to help individuals, families, and business owners better understand money, taxes, cash flow, and protection systems so they can make informed, intentional decisions.
Nothing on this site constitutes personalized legal, accounting, investment, or tax advice.
Sirnollia Beasley operates as an independent financial educator and insurance professional. The focus of Legacy Wealth work is clarity, structure, and long-term financial design, not product pushing or reactive decision-making.
Tax preparation and advisory services are delivered through licensed professionals and strategic partnerships. You should consult your CPA, Enrolled Agent, tax attorney, or other qualified professional regarding your specific situation before implementing any strategy.
Discussions of tax strategy are intended to explain how the existing IRS code may apply in general scenarios. They are not intended to be used to evade or improperly avoid federal, state, or local tax obligations.
As an independent insurance professional, Sirnollia Beasley works with multiple carriers and is not tied to any single company. Insurance guarantees, including annuities or lifetime income features, rely on the financial strength and claims-paying ability of the issuing insurance carrier. All products are governed by the terms of the individual policy contract.
Services are offered only in states where properly licensed. Product availability varies by carrier and jurisdiction.
Legacy Wealth's work is collaborative by design. Coordination with your existing CPA, financial advisor, attorney, or other professionals is welcomed and encouraged.
We believe clarity creates confidence. Confidence creates control. And control creates legacy.