Entity structure, AI automation, grant writing, and advisory services for entrepreneurs, nonprofit leaders, and veterans who are serious about what they're building — and what they're leaving behind.
Most businesses are built on instinct. We build them on strategy — with the structure, tools, and expertise to protect what you're building and amplify what you leave behind.
Multi-entity architecture, holding company design, operating agreements, and intercompany strategy done right from the start.
Audit your current tools, design intelligent workflows, and build the automation stack that gets your time back.
From identification to submission — nonprofit formation, 501(c)(3) and 508(c) guidance, and full grant application drafting.
Contract prep, demand letters, legal research summaries, and court document organization. Precision without the attorney price tag.*
SDVOSB/VOSB certification, federal contracting prep, and veteran entrepreneur strategy — from someone who has been there.
Ongoing advisory access — strategy calls, document prep, accountability, and priority response when decisions can't wait.
60-minute strategy call. Bring your situation, your questions, your goals.
Receive a written action plan within 24 hours — clear, specific, executable.
We handle documents, research, filings, and automation — you make the decisions.
Ongoing retainer or project-by-project — built around how you actually operate.
Every engagement starts with a clear scope and a clear price. No retainer required to get started.
60-minute advisory call. Action plan delivered within 24 hours. The fastest way to get clarity on a decision.
LLC design, multi-entity architecture, DBA filing guidance, operating agreements, and intercompany framework.
Stack audit, workflow design, CRM and integration strategy, vendor selection, and implementation roadmap.
Opportunity identification, full application drafting, nonprofit formation guidance, and compliance support.
Contracts, demand letters, legal research summaries, civil rights notices, court document preparation.*
Ongoing access. Priority response. Strategy calls, document prep, and accountability built in every month.
*Document services are paralegal in nature and do not constitute legal advice or create an attorney-client relationship. Consult a licensed attorney for legal counsel.
Legacy Advisory Group is the consulting arm of Secure Legacy Capital LLC — led by Phillip "Prime" Coles, a veteran, corporate technology leader, AI automation strategist, and grant writer based in South Boston, Virginia.
Built for people who are serious about what they are leaving behind. Not just a business — a legacy.
First session starts at $150. No retainer required. Bring your question, your situation, or your business — we'll figure out the right move together.
60 minutes. A clear action plan. The decisions that build legacy start here.
Book Now — Starting at $150