Today we’d like to introduce you to Syndee Moon
Syndee, we appreciate you taking the time to share your story with us today. Where does your story begin?
My name is Syndee Moon. I am the Co-Founder and Owner of Legacy Army Financial Group, a financial services firm based in Allen, Texas. Born and raised in the Rio Grande Valley (RGV), I faced early challenges as a teen mom and was married for over 15 years in a relationship marked by financial, emotional, and mental abuse. Despite being a stay-at-home mother raising four children and financially dependent on my former spouse, I persevered, earning my degree while caring for my family.
After the divorce, I was determined to rebuild my life. I moved my children to Corpus Christi to start anew, free from fear of my ex-husband, who had become violent after our separation. With the support of my father, I began teaching special education and pursued my Master’s degree, which paved the way for my current PhD studies.
It was in Corpus Christi that I met my current husband, Jesse Moon, a single father of three and ARMY veteran. As Jesse transitioned out of his 16-year military career and found his path in the financial industry, I was focused on my teaching career and academic pursuits. However, my interest in the financial industry grew as I learned more about the importance of financial education. My passion for helping others understand and manage their money led me to join my husband Jesse in this field, in 2018, where we built a multimillion dollar agency in San Antonio, Tx.
In 2021, we moved to Dallas to expand our business, with the network marketing insurance firm we were part of, and by the end of 2023, we took a leap of faith to establish our own agency, Legacy Army Financial Group. Today, I continue to empower others, alongside my husband, through financial education, drawing on my personal experiences to inspire and guide those seeking to transform their lives. Our agency is rapidly growing and successfully expanding all across the US.
Can you talk to us a bit about the challenges and lessons you’ve learned along the way. Looking back would you say it’s been easy or smooth in retrospect?
No, it definitely hasn’t been a smooth road. My journey has been filled with challenges and obstacles, but each challenge has helped me grow in my Faith in God, which helped me become a much better version of myself. I am grateful for the lessons and the strength and tenacity I found in myself.
Appreciate you sharing that. What should we know about Legacy Army Financial Group?
What sets Legacy Army Financial Group apart from others is our deep commitment to family values and personalized service. We are not just a life insurance, retirement, and trust and estate planning agency; we are a family-oriented firm dedicated to helping other families secure their futures. Our own journey has taught us the importance of financial stability and legacy planning, and we bring that passion and understanding to every client we serve.
At Legacy Army Financial Group, we believe in building long-term relationships with our clients, based on trust, integrity, and genuine care for their financial well-being. We take the time to understand each client’s unique needs and goals, offering tailored solutions that are as individual as they are. Whether it’s protecting their loved ones with life insurance, planning for a secure retirement, or ensuring that their estate is handled according to their wishes, we are committed to providing expert guidance and support every step of the way.
Our approach is holistic and educational. We empower our clients with the knowledge they need to make informed decisions about their financial futures. By focusing on education and transparency, we help our clients navigate the often complex world of financial planning with confidence and peace of mind. At Legacy Army Financial Group, it’s not just about selling policies; it’s about creating lasting legacies and making a positive impact on the lives of our clients and their families.
Is there something surprising that you feel even people who know you might not know about?
I have had the opportunity to speak on stage in front of over 15,000 people, sharing insights on entrepreneurship and what it means to be a power couple in business.
Our team of brokers are a tight knit group and we do life and business together- we’re truly family.
Pricing:
- Free Financial Consultations
- Customized Financial Plans
Contact Info:
- Website: https://legacyarmy.co
- Instagram: @Syndee_Moon
- Facebook: https://www.facebook.com/profile.php?id=61559563247459&sk=about_details
- Other: @legacyunleashed_syndee – TikTok
