Greg Lyle is the founder of Independence Law Firm and has years of experience helping individuals and families establish wills, trusts, and estate plans that match their values. He’s known for his approachable style, deep legal knowledge, and clear explanations that help clients feel confident in their decisions.
Zacc Call is a Certified Financial Planner™ and Partner at Capita Financial Network, where he leads with a passion for education and strategic retirement planning. Known for breaking down complex financial topics into easy-to-understand concepts, Zacc has equipped his team of advisors with the expertise to guide clients in making informed financial decisions—especially when it comes to preparing for retirement and passing on wealth to the next generation.
Contact Greg or Zacc today. See below for easy methods of contact. Both are located within our beautiful new building @ 14658 S Bangerter Pkwy Suite 300, Draper, UT 84020
Independence Law is located in Draper, Utah, providing representation for Estate Planning. Contact us today to schedule an appointment.
Capita has experts in investment management, income planning, estate planning, social security, tax planning, Medicare, insurance & more.
If you want to work with a lawyer through the MetLife Legal Plan, you'll need your 9-digit Eligibility ID. Always have this number ready when talking to a lawyer.
Click Here For More DetailsCall MetLife Legal's general number (833) 214-4173. You should be ready to provide personal information to verify your account. They will give you your Elegibility ID.
If you already have an account, go to: https://login.legalplans.com/login
If you don't have an account, click Create Account and follow the steps.
After signing in, you'll see a welcome screen. Look for an arrow icon by your name in the right hand corner. Your Eligibility ID will be shown in bold at the top. Click Continue to move on and select an attorney.
Pick the kind of legal service you need (like estate planning or family law.)
Click Select for the service you want. You can add more later. For estate planning choose: Last Will and Testament, Trust, Power of Attorney, Advance Healthcare Directive & Deed.
You'll be asked questions to better understand your legal needs.
Choose the legal services you want, then search for a local lawyer by entering your zip code.
Select the law firm you want to work with. You'll then see their contact info.
You can call the lawyer directly. Or click Email referral to get their info (and your Eligibility ID) sent to your email.
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There are a ton of financial planning resources available, but how many of those are applicable to both beginner and advanced financial learners? The Financial Call has the answers. We've built this podcast so no matter where you're at with your financial knowledge, you can jump in at the beginning, learn the basics and then build upon that.
Explore The Guided Path SERIESTopics Discussed:
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