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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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27. Proposed Plan Flowchart

After viewing the flow chart of the current plan, most clients want us to improve the bottom line. We integrate a variety of planning tools, as shown below, to provide more wealth for family members and charities by reducing what the client pays in taxes. All proposed plan flow charts are not created equal! Our flow charts have five benefits not seen in flow charts produced by other estate planning programs. These benefits include the following:



1. We do not use cookie-cutter templates. We can illustrate any combination of 200+ planning tools.
2. We track which assets fund each planning tool. This avoids the nightmares that occur when documents are drafted for plans not developed in full view of which assets will fund different tools.
3. We track the basis, ownership, and yield on each asset throughout the planning process. In this way, we can easily generate year-by-year balance sheet and cash flow numbers.
4. We can easily re-optimize the plan in response to changing tax laws, balance sheets, or goals. By making appropriate changes in one place, all of the pages in the plan can update automatically. This efficiency has many advantages.
5.  We provide very attractive graphics customized with the client's information.


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Legacy Resources, LLC is an Illinois Registered Investment Advisor