Mapping Out Your Financial Future
We provide financial planning services to
Chicagoland residents and beyond.
Making A Plan to Help You Achieve Your Goals
We can never fully predict what life will throw our way—but we can make a plan that honors our family, values, and goals. Our financial planning services take all of that into account. It’s not just about dollars and cents, it’s about the difference those dollars can make in your life, the lives of your family, and the lives of others.
Let’s create a plan that makes sense of where you are and where you’d like to be.
Your Partner in Every Circumstance
No matter where the road takes you, Legacy Wealth is your partner to provide remarkable clarity to your financial plan. We understand that financial decisions have human implications, and our family wants to be there for your family as we plan for your future together.
Retirement Planning
- Social Security analysis
- Longevity planning
- Insurance planning
- Retirement tax planning
Education Planning
- 529 college savings plans
- UGMA/UTMA custodial accounts
- K-12 and higher education plans
Financial Planning
- Analyzing short and long-term goals
- Personalized investment analysis
- Cashflow and income analysis
Social Security
- Estimating Social Security withdrawals
- Withdrawal strategies
- Tax mitigation strategies
Estate Planning
- Charitable giving options
- Tax planning
- Educating heirs
Our Financial Planning Process
Why choose Legacy Wealth for financial planning?
A Financial Plan that Gets to Know the Real You...
…Not just the amount in your bank account or retirement savings. Each aspect of your life has a part to play in your goals and your future. We’ll help you save for that dream retirement, start that foundation, or support your grandchildren’s college education. The possibilities are endless with the right team by your side.
Multigenerational planning, including educating heirs and helping them implement your plan.
Cutting-edge financial planning software that can project future scenarios based on your goals.
Professional, unbiased guidance provided by a CERTIFIED FINANCIAL PLANNER®.
Schedule a Call with Us
Let’s get the financial planning consultation started.
