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Tactical Plan

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