No one planner can provide all the necessary services to develop and implement a plan.
Wealthy clients need a multidisciplinary team that includes advisors with unique abilities in wealth counseling, plan analysis, plan design, plan illustration, implementation, evaluation, and education. A capable team includes an Advisor Coordinator who helps each team member follow a standard process to help you realize your dreams.
Coordinated Action Steps
Legacy Resources, LLC is an Illinois Registered Investment Advisor