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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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22. Executive Summary Plan

Combines several planning strategies
Addresses primary planning goals
Is simpler and less expensive than a Comprehensive Plan

Some clients want to integrate a tactical plan into their existing plan. When given this opportunity, we show how our wealth planning process allows you to optimize your plan by using our sophisticated CASE optimization software to combine all tools on a single flow chart. We provide up to 100 pages of supporting documents to explain the flow chart. We summarize the whole plan with a bar chart showing how the new plan provides greater tax savings, larger transfers to heirs, bigger charitable gifts, or other benefits not available with your existing plan.

Note: The Executive Summary Plan does not have the year-by-year cash flows. You must upgrade to the comprehensive plan if interested in the annual cash flow summaries.


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Legacy Resources, LLC is an Illinois Registered Investment Advisor