Protect Your Future.
Bulletproof Your Legacy.
About Us:
At Bulletproof Legacy Financial, we specialize in digital trusts and estate planning—helping families protect their assets, preserve their legacies, and create lasting peace of mind.
Licensed in 49 states, our mission is simple yet profound: to safeguard 1 million families through modern estate strategies, personalized trust solutions, and legacy planning designed to stand the test of time.
With a dedicated team of experienced professionals, we provide comprehensive estate and financial analysis to identify your unique needs and align them with the right solutions—whether it’s structuring a digital trust, securing your estate plan, or integrating with tools like life insurance, annuities, and asset management.
No matter where you are in life, we have solutions for you:
Children & Young Adults (Ages 0–29): Life insurance and savings options to build a secure future.
Midlife Professionals (Ages 30–59): Retirement planning, annuities, and health insurance tailored to your goals.
Seniors (Ages 60–89): Legacy planning, wealth preservation, and financial peace of mind for your golden years.
Our Team:
David Hadley
David Hadley is a native of Northern California and a licensed agent and retirement specialist with over five years of experience. He focuses on helping families protect their legacies and ensuring seniors never run out of money in retirement, offering strategies that provide peace of mind and financial security.
As a father of four, David values family deeply and brings that same care and dedication to the clients he serves. Outside of work, he enjoys playing guitar, reading, traveling, and creating meaningful experiences with his loved ones.
Marcus McCall
Marcus is a graduate of Illinois State University with over seven years of experience in the financial services industry. He specializes in helping seniors protect their retirement and create guaranteed lifetime income, with a strong focus on building lasting relationships and supporting clients’ long-term financial goals.
Beyond finance, Marcus has over a decade of experience coaching high school and youth wrestling, reflecting his commitment to mentorship, discipline, and community. He’s also an avid fisherman and outdoor enthusiast who enjoys spending quality time with family and friends.
Michelle Rocchio
With a lifelong dedication to supporting families, Michelle brings both professional expertise and personal understanding to every client she serves. Beginning her career in insurance in 2010, and since 2020 focusing on life insurance and estate solutions, Michelle has helped countless families protect their loved ones and plan for the future. Backed by a degree in Business with a concentration in Finance, she combines technical knowledge with genuine compassion to create thoughtful, effective solutions for each client.
Having personally navigated the loss of her father and the challenges of probate court, Michelle is deeply committed to guiding families in preparing ahead, ensuring they can avoid unnecessary stress during difficult times. Her mission is clear: to make sure every family feels secure, supported, and confident that their best interests always come first.
Michelle approaches every relationship with integrity, compassion, and a passion for living life to the fullest. Outside of work, she enjoys time with her family, moments with her beloved dog, CJ, and the serenity of living by the beach—a reminder of the balance and joy she is passionate about helping others achieve in their own lives.
Our Mission:
At Bulletproof Legacy Financial, our mission is simple: To strengthen your financial position and build a bulletproof legacy.
We believe that everyone deserves to leave behind a legacy that is an asset, not a burden. Through digital trusts and estate planning, we help families create security, clarity, and peace of mind that lasts for generations.
Your family’s future is our priority, and we’re committed to ensuring that even in a worst-case scenario, your loved ones are better protected, better prepared, and better off because we’ve come into your life.
Why Work With Us?
Transparency You Can Trust: Honest, straightforward advice that puts your best interests first.
Expertise With Heart: We treat every client as family, offering the same care and diligence we would for our own loved ones.
Educating Families Every Day: We’ve guided and educated hundreds of families on the power of digital trusts and estate planning—helping them protect their assets, simplify their plans, and build lasting legacies.
Nationwide Reach, Local Support: Licensed across the U.S., we're here to help wherever you are.
Testimonials
Meet some of the families we've helped secure their legacy and financial future
Schedule Your Complimentary Trust & Estate Planning Discovery Call
Take the first step toward a secure future.
Schedule a free consultation with David Hadley and the team at Bulletproof Legacy Financial.
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