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.
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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