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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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23. Comprehensive Plan

Addresses all major components of planning
Recommends multiple strategies
Integrates cash flows, as well as tax and estate distributions
Includes extensive documentation

A comprehensive plan summarizes how you could integrate several planning instruments to achieve all of your most important planning goals. We use advanced optimization technology to find the best mix of planning tools to achieve goals for retirement income, transfers to heirs, charitable giving, etc. We summarize all planning concepts on a single flow chart supported with many pages of numbers and text. We typically include a bar chart that shows how the proposed plan provides benefits not available in your current plan. We also integrate the tax benefits and cash flows of each tool in the plan to create a year-by-year cash flow summary. This way you can see how the proposed plan achieves income goals even after funding your lifestyle, paying taxes, making personal or charitable gifts, or providing for estate liquidity.


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Legacy Resources, LLC is an Illinois Registered Investment Advisor