Protect
If the unexpected happens, a tax-free death benefit steps in for the mortgage, college and everyday life — and living benefits can help while you’re still here.
Learn moreGENERATIONALLEGACYFINANCIALIN GOD WE TRUST
Secure your family’s wealth. Build a lasting legacy — from Anchorage, Alaska.
Estate planning, tax strategy, life insurance and retirement income — composed into one plan for the people you love, and the generations who follow.
The Practice
Three promises. One legacy.
Grow
Annuities and tax-advantaged strategies for tax-deferred growth, protection from market loss and income designed to last as long as you do.
Learn morePreserve
Estate planning that avoids the stress, delay and cost of probate, plans for incapacity and leaves clear instructions for the people you love.
Learn moreGenerations
For the people you love — and those who follow.
Lea BeckFounder & CEO
Lea Beck · Founder & CEO
Serving the people who serve others.
“Since I arrived in the USA in 2000, it has been an honor to serve the churches, military base, local businesses, organizations and institutions. My mission is to serve and build a generational legacy.”
Generational Legacy Financial is dedicated to guiding families toward realizing their financial dreams and objectives — blending the strengths of classic and contemporary approaches to deliver tailored, streamlined solutions.
ChurchesMilitary familiesLocal businessesOrganizationsInstitutions
Licensed Financial Professional · License No. 3000824531
Our home
Rooted in Anchorage, Alaska.
The supreme quality of leadership is integrity. Without it, no real success is possible.
— Dwight D. Eisenhower
What guides us
Values that outlast us.
Integrity
“The integrity of the upright guides them.” — Proverbs 11:3
Stewardship
Treating every family’s wealth as a trust to be protected, grown and passed on.
Service
Showing up for churches, service members, businesses and neighbors since 2000.
Faith
In God we trust — the foundation beneath every plan we build.
Lea Beck
CEO / Founder · Licensed Financial Professional
(907) 315-6310
911 8th Ave, Anchorage, AK 99501
leabeck@generationalegacy.net
911 8th Ave, Anchorage, AK 99501
leabeck@generationalegacy.net
License No.
3000824531
3000824531
At a glance
One advisor. Every season.
- Estate planning
- Research & Development, FICA tips and payroll savings tax credits
- Tax-free income & replacement income strategies
- Tax-free retirement & investment strategies
- Life, health, dental & vision insurance
- Medicare, short- & long-term care insurance
- Debt solutions, Score Navigator & AI Navigator
- Business resources — funding & lenders
Our promise
Every signature, a promise kept.
Services
Every plan, one purpose.
Protection, growth and preservation for American families and the businesses they build.
01
Estate Planning
Estate planning is more than drafting a will. It’s peace of mind today — and the certainty that your hard-earned assets, your children and your final wishes are fully protected tomorrow.
Avoid probate
Spare your family the stress, delays and high costs of probate.
Plan for incapacity
Decide in advance who acts for you — and how — if you can’t.
Protect your children
Name guardians and safeguard what you’ve built for them.
Clear instructions
Leave unmistakable direction for the future, in your own words.
02
Tax Advantage
A tax credit is a dollar-for-dollar reduction in your final tax bill. If you owe the government $1,000 and have a $1,000 credit, your tax bill drops to zero. Credits offer direct, valuable savings.
R&D Tax Credit
A permanent federal — and often state — incentive designed to encourage American businesses to innovate.
Learn moreFICA Tips Credit
Tipped employees? You may recover employer-paid FICA taxes you’ve already sent to the IRS.
Learn moreTrumark Payroll Savings
Employers save $50–75 per employee each month; employees take home $80–125 more.
Learn moreFICA tip credit · illustrative
50–75% of restaurants leave this refund unclaimed.
| Annual reported tips | Estimated annual credit |
|---|---|
| $100,000 | $7,650 |
| $200,000 | $15,300 |
| $300,000 | $22,950 |
| $400,000 | $30,600 |
Estimates use the 7.65% employer FICA rate on reported tips. Restaurants, bars, cafés, hotels, resorts, caterers and event venues commonly qualify. Your actual credit depends on your payroll details — see IRS Form 8846.
04
Annuities
A retirement income vehicle with tax-deferred growth, guaranteed income and protection against market loss. Turn your nest egg into reliable, paycheck-like payments — for a set period or the rest of your life, and sometimes your spouse’s too.
Accumulation
Your savings grow tax-deferred, protected from market loss.
Distribution
Steady income for housing, bills, healthcare and daily living.
Designed to help protect against outliving your savings.
05
Retirement & Health
Income strategies and coverage for every season of life — from working years through retirement.
Tax-free income strategiesReplacement income strategies
Tax-free retirement strategiesInvestment strategies
Life insuranceHealth insuranceDental & vision
MedicareShort-term careLong-term care
Partners
Trusted partners.
The carriers and companies that let us deliver the comprehensive products and services our clients deserve.
F&G
F&G team members work together to help turn aspirations into reality — improving the financial lives of more people every day, grounded in a culture of mutual respect.
Transamerica
Transamerica helps individuals across the U.S. balance their wealth and health so they can achieve financial security, working with research partners and non-profits to deliver next-level products.
Protective
With a legacy spanning more than 110 years, Protective offers life insurance, asset protection and retirement products built on the belief that everyone deserves security and freedom.
Allianz
A 125-year-old company helping people since 1986 in the U.S., Allianz ensures each client’s unique needs are met and risks are managed when approaching retirement.
National Life Group
“We don’t make widgets or cars or computers. We make promises.” Since 1848, National Life has delivered innovative financial solutions — and kept those commitments 10, 20 or 50 years later.
Corebridge Financial
Formerly AIG Life & Retirement, Corebridge is one of America’s most reputable providers of retirement solutions and insurance products, committed to helping people reach their financial goals.
Americo
Americo Financial Life and Annuity is driven by its people — a supportive, collaborative culture focused on customer-oriented, innovative product solutions.
Mutual of Omaha
For more than 110 years, Mutual of Omaha has remained strong, stable and secure — listening to customers and helping them through life’s transitions with insurance and financial products.
Nationwide
From a modest, policyholder-owned mutual car insurer to one of the largest providers of financial and insurance services — with Farm Bureau roots that still run deep after 90+ years.
Trusteefriend
A collaborative platform connecting advisors, paralegals and attorneys to deliver professional, compliant estate plans that protect families’ people, property and peace of mind.
Mediator Debt Solutions
A trusted partner in financial wellness, offering innovative debt resolution services that help clients regain control of their financial future.
Dreams Business Resources
On a mission to empower individuals to create and manifest their life dreams — achieving financial success while living with unwavering passion.
Trumark Health & Wellness
A Section 125 pre-tax plan prioritizing preventive health and wellness. It enhances — never replaces — existing medical plans, and can come at no net cost to employer or employee.
Tax Prep Advocates
Did you get your tax credits? No industry is excluded from the R&D tax credit. They handle the whole claim process so you can skip the paperwork and get back to business.
Trusted affiliate
Discover legacy planning
Begin your legacy.
A private, no-pressure conversation about your family’s goals — in person in Anchorage or by phone.
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