Guiding families. Honoring legacies.

Rachel has been a catalyst for transformation for more than 25 years. A Southern Oregon local since 1985, she began her career in health and wellness as a healer and bodyworker — a foundation that taught her to listen deeply and meet people where they are.

That early path grew into a career spanning business strategy, high-level marketing, and digital innovation. Rachel has led large teams, built innovative programs, and developed communities with a combined reach of more than two million people.

She brings that rare blend of compassion and precision to Legacy Navigation — translating the overwhelm families face into clear, caring guidance and a trusted network of professionals.

A native of Northern California and a father of four, David founded Bulletproof Legacy Financial with a singular purpose: to make estate planning accessible to every family, not just the wealthy.

As a licensed agent and retirement specialist, David built Bulletproof Legacy from a local Southern Oregon practice into a nationwide operation licensed in 49 states — helping hundreds of families create digital trusts, secure life insurance, and build retirement strategies that last.

Legacy Navigation is a division and strategic partner of Bulletproof Legacy, sharing David's belief that every family deserves trusted guidance and a plan that protects what they have built.

Crystal Day is a Mobile Notary for the State of Oregon and a Certified Estate Planner, and the founder of Crystal Clear Notary in Medford. She serves as Legacy Navigation's in-house notary.

With more than 200 successful signings, she works with individuals, families, attorneys, lenders, real estate professionals, and healthcare providers — handling trusts, wills, powers of attorney, advance directives, real estate and loan packages, affidavits, and apostille authentication. She is bonded and insured with $100,000 E&O coverage.

Crystal meets families at home, at the office, or in a healthcare facility, seven days a week — bringing professionalism, confidentiality, and a warm, steady presence that makes the legal side of planning feel simple and stress-free.