CONNECT

Address:


430 N. Main Street

East Peoria
, IL 61611

Phone:

Toll Free: (800) 665-7920

Fax/Other:

(309) 699-8889

Legacy's Process

Portfolio By Design

 

The POWER of "PORTFOLIO BY DESIGN"

 

Financial Profile:

  • (Ibbotson) In-depth asset allocation analysis of current positions, specific needs, goals and expectations.

Research:

  • (Morningstar) Select investment choices that best fit your risk profile as defined by asset allocation models.

 

Plan Design:

  • (Pershing) Build an "out of the box" investment portfolio by hand picking the investment options (thousands of loaded or no load mutual funds, fixed accounts, variable annuities and more) that best suit your needs. Pershing provides a simplified platform for purchasing and tracking.

 

Plan Review:

  • (Legacy Consulting Group) The plan, its performance and customer satisfaction are reviewed quarterly or annually (or at the customer’s convenience).

 

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Check the background of this financial professional on FINRA's BrokerCheck