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Family Wealth Statement
Financial Checkup
Value Proposition Letter
Tactical Plan
Comprehensive Plan
Patient Advocate Support Services
Family Board of Directors
Challenges Families Engaged Us to Face with Them

Financial Checkup

Does your current plan fulfill the goals and objectives you've identified in the Discovery Session?

Legacy Resources helps you answer this question by reviewing your current financial, legal, insurance, investment, tax, retirement and compensation plans. After the Financial Checkup is completed, we develop a report card that summarizes your success in realizing goals in each financial area. The Financial Checkup:

Includes a Current Plan Status & Report Card. Can be easily upgraded into a Comprehensive Plan.
Includes a summary of income tax, insurance, investment, estate tax, retirement and/or business succession issues.

Legacy Resources, LLC is an Illinois Registered Investment Advisor