RHODES LEGACY Group

Helping Families Prepare. Protect. Preserve Their Legacy

Organize what matters. Protect what you’ve built. Prepare for what comes next.

Trusted by over 500 families

THE Legacy gap

Your Legacy Deserves a Plan

Introducing: The Legacy Binder

Your legacy shouldn’t be scattered across drawers, email accounts, filing cabinets, and conversations your family may not know to have.

The Legacy Binder is a personalized resource designed to bring your family’s essential information together in one place. It can help you document and organize:

  • Important Contacts

  • Family Information

  • Assets and Property

  • Bank and Financial Accounts

  • Insurance Information

  • Funeral and Final Wishes

  • Important Documents

  • Family Messages and Legacy Information

Its more than a binder, it’s your legacy roadmap for the people you love

Your Family Should Know

LEGACY

The people you love shouldn't have to search for answers when they need them most.

PREPARE

Give your family a clear understanding of what comes next and the information they'll need to move forward.

PROTECT

Safeguard the people, assets, documents, and decisions you've worked hard to put in place.

PRESERVE

Keep your wishes, important information, and family legacy organized so what matters most isn't lost or forgotten.

THE PROCESS

A Clear Path Forward

We understand that end-of-life planning can feel overwhelming. Our guided, three-step process is designed to bring you clarity and peace of mind, without the stress.

01 - Listen & Gather

Start with a free 15-minute conversation.

We’ll listen to where you are, learn what matters most to you and your family, and identify the areas that need attention. No pressure. Just a conversation to help us understand your legacy needs.

02 - Choose the Path That Fits Your Needs.

Start Where You Are and Build From there

After your complimentary 15-minute discovery call, you’ll have a clearer picture of where you are and what you may need. Choose the level of support that best fits your goals— and know that you can build from there.

03 - Create Peace of Mind

Put your plan in place.

Depending on the package you choose, we’ll help put the right plan in place to give you and your loved ones greater clarity, confidence, and peace of mind. For families seeking a more comprehensive solution, our Legacy Binder brings important information, documents, contacts, financial and insurance details, final wishes, and other essential resources together in one organized place—so what matters most is easier to find when it matters most.

CHOOSE THE PATH THAT FITS YOUR NEEDS

LEGACY STARTER

SESSION

LEGACY BINDER

ESSENTIALS

COMPLETE LEGACY

BINDER

ANNUAL LEGACY

REVIEW

$195

$395

$650

$16.25/mo

Based on what you’ve shared on our discovery call, we’ll help you organize your priorities and put your next steps into motion.

A foundational Legacy Binder designed to bring the essential family, financial, property, and insurance information you’ve identified into one organized resource.

For families seeking a more complete approach, the Complete Legacy Binder brings together the important information identified during your discovery call and expands it into a personalized legacy resource.

Life changes. Your family, accounts, insurance, beneficiaries, documents, and wishes may change too. The Annual Legacy Review helps you keep your legacy information organized and up to date.

Includes:

  • Personalized legacy planning

  • Recommended next steps

  • Legacy organization guidance

  • Insurance assistance & advocacy – up to 3 hours

  • Follow-up support

    Additional consulting beyond 3

    hours: $75/hour

Includes:

  • Legacy Starter Session items

  • Family & contact Information

  • Asset & property inventory

  • Financial & insurance information

  • Personalized Legacy Binder

  • Organization guidance

Includes:

  • Comprehensive legacy intake

  • Family & contact information

  • Asset & property inventory

  • Financial & insurance information

  • Digital asset inventory

  • Beneficiary review

  • Funeral & final wishes

  • Document organization

  • Personalized Legacy Binder

  • Notary Service

Includes:

  • Annual Legacy Binder Review

  • Family & contact updates

  • Financial & insurance updates

  • Beneficiary review

  • Document updates

  • Update action items

CLIENT EXPERIENCES

The Relief of being Prepared

★ ★ ★ ★ ★

Tamika Rhodes provided exceptional service throughout every step of my insurance planning process. She took the time to thoroughly explain my policy options, ensuring I felt informed, confident, and comfortable with every decision. Her professionalism, attention to detail, and genuine commitment to my needs made the entire experience stress-free. What stood out most was her outstanding communication. Tamika consistently kept me informed of any changes, responded promptly to my questions, and always made me feel like a valued client. She truly goes above and beyond to provide personalized service, and it shows in everything she does. I highly recommend Tamika to anyone looking for a knowledgeable, trustworthy, and dedicated insurance professional. Working with her has been an absolute pleasure, and I am grateful for the exceptional care and support she has provided.

Christine
34
★ ★ ★ ★ ★

Tamika is incredibly professional and knowledgeable. She recently helped me get out of an overpriced insurance policy by giving me the exact advice I needed to contact the company, set up a stop payment, and cancel the account. We are locked in, and I look forward to continuing to work with her!

Emmanuel
42
★ ★ ★ ★ ★

Tamika helped me cancel a term policy that would have cost me a lot more money as I aged, which decreased in value. She walked me through the applica;on process for a whole life policy that will grow and benefit me throughout the life of the policy and my life. She assisted me in se?ng up my first annuity using some of my re;rement savings fund money. This again will provide more security for me during re;rement, and since I'm s;ll working, the remaining funds con;nue to grow! She is caring and compassionate and willing to take all the ;me needed to ensure you understand the product and that it meets your needs. It has not been stressful, and I never felt pressured during my ;me with her as my agent! She spoiled me!

Julie
61

FREE CONSULTATION

Secure Your Legacy Today

Take the first step toward peace of mind. Our 15-minute introductory call is designed to understand your family's unique needs without any pressure or obligation.

  • A clear assessment of your current priorities

  • Answers to your most pressing questions

  • Actionable next steps for your family

Prefer to speak right away?
Call us directly at (651) 800-8412
Or email [email protected]

Request an Appointment

Select your preferred time for a 15-minute introductory call.

Meet Tamika Rhodes

With nearly 20 years of experience in insurance, financial services, operations, leadership, and client service, Tamika Rhodes brings expertise, compassion, and real-life experience to legacy planning.

As the Founder & CEO of Rhodes Legacy Group LLC, Tamika helps individuals and families become more organized, informed, and prepared through legacy planning, insurance education, final expense solutions, retirement and annuity education, and family protection strategies.

Licensed in Life, Accident & Health Insurance and annuity-certified, Tamika is passionate about helping families understand their options, organize what matters most, and prepare for the future.

Having experienced the loss of loved ones, she understands firsthand the importance of preparation and clarity during life’s most difficult transitions. Her approach is rooted in integrity, compassion, education, and purpose.

Tamika believes your family shouldn’t have to search for answers when they need them most.

Helping Families Prepare. Protect. Preserve Their Legacy.

“Helping Families Prepare. Protect. Preserve Their Legacy"

Rhodes Legacy Logo

Guiding families through end-of-life financial and insurance planning with clarity, compassion, and peace of mind. Your legacy, protected.

Contact & Legal

[email protected]
1-800-555-0199
Available by appointment.

Disclaimer: Information provided is for educational purposes and does not constitute formal legal, tax, or investment advice. Please consult with licensed professionals regarding your specific situation.

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