What If Retiring Is Just The Beginning?
We're a father-daughter team helping families build multi-generational wealth strategies that go far beyond retirement — creating something that lasts for the people who matter most.
"Legacy isn't just about wealth — it's about the wisdom, values, and vision you pass on to the next generation."
Led by a father-daughter team who believe legacy planning isn't just their profession — it's their personal story.
Anson McDaniel brings more than 40 years of experience in financial services. He holds a Series 66 securities license, as well as licenses in life insurance, and property and casualty insurance. His passion lies in serving families through multi-generational legacy planning.
As a seasoned advisor, Anson plays a key role in integrating tax strategists, estate planners, and risk specialists to deliver comprehensive and highly personalized solutions to clients. His approach reflects both technical depth and relational warmth, shaped by decades of client engagement and his own lived experience in building family legacy.
Anson and Beth have been married 43 years with three children and nine grandchildren (and counting...hopefully). He has had the rare and profound privilege of working alongside his son for over 23 years and more recently with his daughter as well — making legacy planning not just his profession, but his personal story.
Meghan Rea brings heart and clarity to every client interaction. As Anson's administrative assistant, she plays a key role in supporting the legacy planning process with empathy, attention to detail, and deep understanding of family dynamics.
Known for her kindness and intuitive insight, Meghan is passionate about seeing families' legacy plans come together in ways that truly reflect their values and long-term vision. She brings a calming presence and a high standard of service to the team.
Meghan is married to her husband Brien and is the proud mother of two daughters: Charley and Lyla Jo.
What If Retiring Is Just The Beginning?
Our book explores the mindset shift from retirement planning to legacy building — and why it matters for your family's future. It's the philosophy behind everything we do, put into words.
Written by Anson McDaniel and Meghan Rea, this book is for anyone who believes their story doesn't end at retirement — it's just getting started.
Join us for conversations about building lasting legacies. We host events and webinars designed to educate, inspire, and connect families.
An introductory session exploring the mindset shift from retirement planning to legacy building — and why it matters for your family's future.
Get Notified →An in-person gathering where families can learn about multi-generational wealth strategies in a warm, welcoming setting.
Get Notified →More events on the way. Reach out to be the first to know.
Every great legacy begins with a conversation. Whether you have questions, want to learn about an upcoming event, or are ready to take the next step — we'd love to hear from you.
Virtual & In-Person Available
meghan@legacyretirementpros.com
Serving Families Nationwide