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1. Intro
2. Benefit from a Proven Process
3. Control as Much as 95% of Your Wealth
4. Move From Success to Significance
5. Integrate Advanced and Proprietary Tools
6. Assemble a Highly Skilled Planning Team
7. Obtain a Full-Color Plan Illustrating All of the Proposed Tools
8. Take Advantage of One-stop Access
9. Easily Re-optimize the Plan in response to...
10. Access Seven Levels of Service
11. Progress thru Phases at Your Pace
12. Timing of Deliverables
13. Planning Process
14. Value Showcased in Sample Deliverables
15. Family Wealth Statement
16. Financial Checkup
17. Value Proposition Letter
18. Value Proposition Letter Example
19. Planning Process: Consider 50+ Objectives
20. Planning Process: Consider 200+ Tools
21. Tactical Plan
22. Executive Summary Plan
23. Comprehensive Plan
24. Case Study: Before and After
25. Gap Between Current and Desired Results
26. Current Plan Flowchart
27. Proposed Plan Flowchart
28. Fully-integrated Cash Flow Summaries
29. Next Steps
30. Prepare a Value Proposition Letter
31. Engage LR Planners
32. Review the Benefits
33. Contact Us
34. Our Mission




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2. Benefit from a Proven Process

Purpose-driven: Defines a compelling purpose before the planning starts.
Integrated: Includes financial, estate, philanthropic, insurance, investment and life planning.
Fee-based: Advisors quote fees in advance. No surprises.
Tactical or Comprehensive: Simple or thorough, depending on client need
High-Tech, High-Touch: Web-based technologies and personal services help simplify your life.

Wealthy individuals appreciate how the Legacy Resources process is unique. We provide one-stop access to purpose-driven, integrated, fee-based, tactical, comprehensive, and high-tech planning.


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Legacy Resources, LLC is an Illinois Registered Investment Advisor