Our Purpose:
To be a relentless advocate for individual investors and business owners while serving the under served who have an interest in:
- Increasing cash flow
- Improving margins
- Increasing investment returns
- Reducing costs
Client profile:
Our clients can be characterized as:
- Needing help with financial education
- Having the financial education, but need help assembling the pieces .
- Have the financial education and understand how but lack the time or desire to implement their financial strategies
Which dilemma would best describe your circumstances?
If there is a better way to improve your results, would you want to know about it? A change in your thinking will cause changed actions yielding different results. Applied knowledge is power. Your future is dictated by your current decisions.
Your inquiries are welcome. Please complete the "Contact Us" section to schedule a confidential conference. In addition, we will provide a complimentary no obligation second opinion on your current portfolio and a copy of a TD Ameritrade Institutional Investor Perception Survey outlining the perceptions investors have and the comparative differences between Registered Investment Advisers (RIAs) and stockbrokers.
There is no affiliation, recommendation or endorsement of Ameritrade, Inc or any of its affiliates by Legacy Investment Management, LLC.
Your situation is unique
Someone saw something in you once. That’s partly why you are where you are today. It could have been a thoughtful parent, a perceptive teacher, a demanding drill sergeant, an appreciative employer or just as friend who dug down in his pocket and came up with a few bucks. Whoever it was had the kindness and foresight to invest in your future.
So it is, with the ripple effect, what is the legacy you have received? What differences do you want to make with your life and resources? What legacy do you want to leave?
There is a Peter Drucker question, “What do you want to be remembered for? It is a question that induces you to renew yourself, because it pushes you to see yourself as a different person – the person you can become.”
It is our purpose to help you with your life and financial resources to improve your revenues, reduce your costs; improve your margins and cash flows to the end of making a difference and using your influence to make a difference in something greater than yourself. We welcome the opportunity to help you identify the legacy you have received, help grow it and help you leave your legacy of influence.
Legacy Investment Management, LLC
Registered Investment Adviser
1690 Pebble Beach Dr.
Hoffman Estates, IL 60169-1170
847.899.9046
The hiring of an investment adviser is an important decision that should not be based solely on advertisements. Before you decide, ask us for our Form ADV containing information about our qualifications and experience.
