Let’s Get to Know Each Other!
Our first meeting is all about getting to know one another. We’d like to hear more about your current financial situation and where you’d like to be, and you’re welcome to ask us any questions in turn. Consider it an opportunity to test the waters and determine if we’re a good fit for you.
Fill out the form and we will get something on the calendar!
What to Bring to Your First Meeting
Financial Documents
- Tax returns
- 401 (k) or retirement account statements
- Bank statements
- Life insurance policies
- Mortgage statements
Legal Documents
- Legacy plans
- Wills
Other
- Plans from other financial advisors
- Your monthly budget
Visit Our Office in the Western Suburbs of Chicago
Clients are always welcome to visit us at our greater Chicago location—for initial appointments, followup meetings, and everything in between. If you’re unable to visit us in person, we are always just a phone call away!
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4200 Cantera Dr Ste 221
Warrenville, IL 60555-3040 - 8:00am-4:30pm CST
- 630.791.9226
Legacy Wealth Resources
Legacy Wealth has a number of free resources available to you at any time! Check out our informational blogs, videos, and other tools to help you get started before our first meeting.
-Popular Blog Articles-
What to Do with Sudden Wealth
At Legacy Wealth, we often get clients who face sudden wealth circumstances—they have received an inheritance, sold a business, or have even won a legal case. In these situations, it’s hard to know how to wisely manage this money. In this article, we’ll take a look at comprehensive strategies for sudden wealth.
