Guided Legacy Planning LogoA Personal Approach to Estate Protection

Protect your Life
Start your Legacy today

We help individuals and families plan with confidence through life insurance and legacy strategies that secure their future for generations.

Legacy Assessment

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1-Minute Setup

Financial Protection

Life insurance solutions that protect your loved ones.

Legacy Planning

Strategic planning to ensure your legacy lives on.

Peace of Mind

Confidence today for a stronger tomorrow.

Expert Guidance

Personalized advice from trusted professionals.

Will your family be protected if the unexpected happens tomorrow?

Complete this quick 60-second assessment to see which state-regulated plans you qualify for.

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What is the single most important goal you want to achieve for your family today?

What life events are prompting you to secure your family's legacy right now?

Where do you currently stand with your life insurance coverage?

Which professional or family profile best describes you today?

What is a realistic monthly budget you want to set aside to secure this legacy?

Payton Keim, Founder of Guided Legacy Planning
Founder

Meet Payton

Hi, I’m Payton Keim, founder of Guided Legacy Planning. My mission is simple: to help families protect what matters most.

Whether you are looking to safeguard your home with mortgage protection, coordinate advanced life insurance strategies to fund a trust, or simply ensure your loved ones are financially secure for generations to come, I provide the clear, grounded guidance you deserve.

I believe that protecting your family shouldn’t feel overwhelming or rigid. By partnering with top-tier advanced market strategists, I turn complex financial decisions into simple, secure realities. Let’s build and protect your legacy together.

Independent & Trusted

We work for you, not the insurance companies.

Personalized Solutions

Plans tailored to your unique goals and family needs.

Long-Term Partnership

We're here to guide you through every stage of life.

Our Services

Solutions for Every Stage of Life

Mortgage & Asset Protection

Keep your family in their home. If the unexpected happens, custom coverage options cover your mortgage balance so your family never faces foreclosure.

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Living Benefits & Wealth

Protection you don't have to die to use. Accumulate tax-free cash value inside custom IUL setups to fund retirement or borrow against your own wealth.

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Practical Safeguards

High-velocity, maximum coverage for a low monthly premium. Lock in guaranteed cash payouts that cover outstanding personal debts and survivors' expenses.

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Legacy & Estate Planning

Create a lasting impact for future generations. Protect your assets, simplify legacy transitions, and ensure wealth is transferred tax-efficiently.

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What Our Clients Say
“

I wanted to get health insurance but was very conflicted with which plans, who I should go with, and what would be best for me. Payton helped me every step of the way and was very thorough in making sure what was the best for me, and help me understand every aspect. She made it such a blissful process.

★★★★★

~ Delaney Silvestre

“

Payton made the whole process of getting life insurance feel simple and stress-free from start to finish. She took the time to explain everything clearly, answered all my questions without rushing me, and helped me understand my options so I could choose the right coverage for my needs.

What stood out most was how patient and knowledgeable she was. She didn’t pressure me at all, she just made sure I felt comfortable and confident with my decision. I really appreciated how easy she made something that I expected to be confusing.

I’d definitely recommend Payton to anyone looking for life insurance. She’s professional, helpful, and genuinely cares about getting you the right coverage.

★★★★★

~ Jenna Tilton

Frequently Asked Questions

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