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Click to see samples of six planning tools:

Charitable Remainder Trust
Comprehensive Plan
Employee Stock Ownership Program
Grantor Deemed Owner Trust
Qualified Plan Strategy
Super CLAT

The Optimized Portfolio
System


1
Thomas and Virginia engage a ValMark Adviser to assist them in developing an investment plan.
2
The Adviser Representative assists the client in developing an Investment Policy Statement, determining their goals and objectives and guiding them in their asset allocation choices.
3
The Investment Adviser provides ValMark Advisers with all necessary documentation.
4
ValMark Advisers provides the Investment Adviser Representative with analysis and back office support.
5
The Royal Bank of Canada provides the client with account statements.
6
TOPS portfolios consist of Exchange Traded Funds (ETFs) which provide the client with diversification and tax efficiencies.

Legacy Resources, LLC is an Illinois Registered Investment Advisor