Our Process

Wealth Management Services

Our training and experience allows us to deliver elite financial security solutions. We offer both proprietary and non-proprietary products to maintain the highest quality of standards in advising our clients on income security, insurance, investment management, financial -planning, risk management and retirement planning.

Boutique Services

For those seeking a more customized approach, we have an exclusive option for a select number of clients to provide an in-depth discovery process and wealth care services encompassing: pre-retirees, newly retired, business owners, succession planning

Financial Security Planning Diagram
Wealth Optimization GIF (Fee-Based Planning)
Copyright 2019 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.