Welcome to Finances & Legacy
Strategies, Spaces, and Solutions To Help You Prosper in Every Area of Life
Finances & Legacy
The Strategy Hub
This hub connects you to businesses, nonprofits, and movements built with one mission: helping people prosper in every area of life.
Whether you’re looking for tax strategy, agricultural consulting, educational support, health and wellness, event space, or personal growth—you’ll find a path forward here.
Explore Our Divisions
DJA Tax Prep Services
Accurate, stress-free tax preparation and smart strategies to maximize your refund and minimize your liability.
AlphaPhit
A health & wellness movement creating stronger communities through fitness, apparel, and lifestyle.
Legacy Elevation Group
Your partner in business growth and nonprofit success. From tax strategy to entity setup, we help you build a foundation that lasts.
Glenda D. Jefferson Foundation
Investing in the next generation of educators through scholarships and legacy-driven community initiatives.
Behavioral Insight Partners (BIP)
Training and consulting for schools and administrators focused on equitable behavior management strategies and classroom success.
Cooperate
A 4,000 sq. ft. event and co-working space designed for collaboration, creativity, and community. From conferences to fitness classes, Cooperate is where ideas grow.
Legacy Elevation Group
Focused on agriculture and policy. We work with farmers, nonprofits, and food entrepreneurs to build sustainable futures.
The Retreat on Cherokee
Our Mission
Our Vision
To be a catalyst for generational prosperity by building systems, spaces, and partnerships that empower individuals and communities to thrive — financially, physically, mentally, and socially.
What Our Clients say
D. Jefferson and the Finances & Legacy team helped us restructure our nonprofit, unlock new funding opportunities, and set up systems for long-term success. Their guidance was a game-changer.
— Tanya M., Nonprofit Director
— Jamal R., Small Business Owner
— Renee & Marcus T., Family Farmers
Working with Behavioral Insight Partners completely transformed our school’s approach to discipline. Our classrooms feel more inclusive, and our teachers feel empowered.
— Dr. L. Thomas, School Administrator
AlphaPhit helped me regain control of my health and build confidence in and out of the gym. It’s more than fitness—it’s a movement.
— Brianna J., AlphaPhit Member
CoOperate was the perfect space for our event—professional, peaceful, and inspiring. Everyone left refreshed and motivated.
— Kevin D., Community Organizer
Stay connected — Get updates on tax tips, grants, wellness events, and more
About Us
This hub connects you to businesses, nonprofits, and movements built with one mission: helping people prosper in every area of life.
Whether you’re looking for tax strategy, agricultural consulting, educational support, health and wellness, event space, or personal growth—you’ll find a path forward here.