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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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19. Planning Process: Consider 50+ Objectives

Minimize Taxes
Accumulate Wealth
Protect Assets from Creditors
Manage Risk
Maintain Control
Manage Cash Flows
Increase Charitable Giving Potential
Coordinate Estate Distribution
Manage Family Business Succession
Maintain Control over Personal Affairs
Maximize Control over Social Capital
Increase Social Capital Leverage
Allocate Assets more Efficiently
Etcetera

Our process differs from other planners because we regard your life story as an essential part of the planning process. We want to be sure to reflect your aspirations in the objectives and goals. Clients frequently want to achieve 6 or more of the 60 objectives on our list.


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Legacy Resources, LLC is an Illinois Registered Investment Advisor