Our desire is to find a BETTER way for our clients to improve and organize their financial lives into an easy-to-understand format. We do this through the Harmony FORMula.
Welcome to Legacy Financial Services, Inc., serving the Chicagoland area. We are an independent financial firm that provides comprehensive retirement income planning for clients who are saving for retirement, when they are close to retirement, or are looking for guidance during retirement. Because our firm is independent, we are not tied to any large companies or any particular investment products. We are free to make recommendations that are right for you and your personal financial situation.
We have more than 25 years of experience in the financial industry and can help savers, retirees, and soon-to-be-retirees address the many complex investing needs they may have. In addition, we help families with long-term care needs, estate-planning concerns and assisting aging parents. We work with local estate planning attorneys, CPAs and senior care specialists to help design and coordinate plans specific to each client’s challenging needs.
We believe that retirement planning is an area that most clients need help with but might not be comfortable seeking. We provide a process and atmosphere that educates and allows our clients to feel more confident by simplifying often complex investment strategies and financial plans. Visit our process page to read more about how we can help you and your family.
Owner / Independent Financial Advisor
Investment Advisor Representative
Client Experience Coordinator