Build a More Secure Retirement and a Legacy Your Family Can Follow
Insurance-based retirement and legacy planning for families, professionals, and business owners throughout Dallas–Fort Worth.
Not ready to talk yet? Start with the Retirement Income Brief. No call required.
Sang Jin Yim is a Texas-licensed insurance professional serving families, professionals, and business owners throughout Dallas–Fort Worth. Yim Legacy Planning provides education and guidance related to life insurance, retirement-income strategies, long-term-care considerations, and legacy planning. Legal, tax, and investment-advisory services are provided only by appropriately licensed professionals when applicable.
Problems we help families think through
You might be a fit if...
We're not the right fit for everyone, and that's intentional. We focus exclusively on long-term relationships, not one-time sales.
Planning built around your future
Coordinated guidance across income, protection, and legacy.
A conversation, not a sales pitch
No pressure. No obligation. Just clarity.
We start by listening. Tell us where you are, where you want to go, and what worries you most.
Complimentary · 30 minutes · Zoom or in personWe look at your current situation across income, protection, and estate planning to help identify where the gaps may be.
60 minutes · Your full pictureTogether, we review options that may be appropriate for your circumstances, and coordinate with other licensed professionals when needed.
Ongoing, as your situation changes
Estate and legal-document coordination
If you need a will or trust prepared, we coordinate with licensed Texas estate attorneys through our partnership with NetLaw. All legal document preparation is handled by the attorney. Sang Jin Yim is a licensed insurance professional, not an attorney.
See how will & trust coordination works →What you can expect
Frequently asked questions
Yes. The initial 30-minute Discovery Call is complimentary. There is no cost and no obligation to continue.
No. Sang Jin Yim is a licensed insurance professional. We do not provide investment advisory services. When investment advice is appropriate, we coordinate with a licensed investment professional.
No. Will and trust documents are prepared by licensed Texas attorneys through our NetLaw partnership. We help coordinate the process, but the attorney handles the legal work.
No. We work with families, working professionals, and business owners at many stages, not only those already retired.
Yes. Meetings are available by Zoom, phone, or in person depending on your preference.
Nothing is required for the first conversation. If we move to a planning review, we'll let you know what documents may be helpful ahead of time.
Sang Jin Yim is licensed in Texas and primarily serves families throughout the Dallas–Fort Worth area. Contact us to confirm whether we can assist based on your location.
We ask that you avoid sharing sensitive financial, medical, or identification details through our online forms. See our Privacy Policy for details on how information you provide is handled.
The Strategic Income Intelligence Brief
A plain-language brief for DFW families planning the next chapter: how to structure retirement income that lasts, and where most plans quietly spring a leak.
- How much income your retirement actually requires
- When to claim Social Security, and what it costs to get it wrong
- Planning for a retirement that lasts longer than you expect
- Reducing the tax bill your family inherits
- The gaps that quietly drain retirement savings