In situations that require a focus on a specific issue, a Tactical
Plan can achieve significant planning benefits. After we identify your
key planning goals, we evaluate the appropriate strategy or combination
of strategies to address your objectives. Legacy Resources works
with more than 200 available wealth strategies to produce the desired
results for clients.
Each Tactical Plan includes instructive charts and implementable steps
showing how we can help you achieve your desired goals.
A Tactical Plan:
Focuses on a specific strategy
Illustrates how the proposed plan improves your current situation
Achieves the goals most important to you - cost effectively
Is easily upgraded into a comprehensive plan
Legacy Resources, LLC is an Illinois Registered Investment Advisor