Legacy Financial Services, Inc. Home
Legacy Financial Services, Inc. Home
  • Home
  • About 
    • Our Approach
    • Our Process
    • Our Legacy Team
    • Our Designations
    • Our Contact Info
  • Services 
    • Wealth Management
    • Risk Management
    • Tax Planning
    • Legacy Planning
    • Income Planning
    • Strategic Gifting
    • Value-Added Services
  • Resources 
    • Blog
    • Resources
    • Tools
  • Logins
  • Meet with an Advisor

Latest Articles

Retirement

  • Social Security: Maximizing Benefits
  • Who Is Your Trusted Contact?
  • Conquering Retirement Challenges for Women
  • Deciding When to Take Social Security
  • What Is a Roth 401(k)?

Investment

  • The Utility of Sector Investing
  • The Anatomy of an Index
  • Inflation & Your Money

Insurance

  • Keeping Summer Safe: Pool and Spa Safety Tips
  • Assess Life Insurance Needs
  • The A, B, C, & D of Medicare

Money

  • Personal Finance Calendar
  • What If Your Kids Decide Against College?

Lifestyle

  • Money Draining Food Myths
  • Changing Unhealthy Behaviors
  • The Financial Literacy Crisis
  • Putting a Price Tag On Your Health
  • How Boomers and Millennials Differ
 

Contact

gtheis@legacyfinancialusa.com

Office: (708) 301-4471

Fax: (708) 301-2293

13516 South Parker Road

Homer Glen, IL 60491

Oak Forest Office

15512 S. Cicero Ave

Suite 105-7

Oak Forest, IL 60452

Fax: (708) 741-2671

Quick Links

  • Retirement
  • Investment
  • Insurance
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Some content on this website has been developed with the assistance of artificial intelligence (AI) and reviewed by our team for accuracy, clarity, and relevance. This content is intended for informational purposes only; please consult a qualified professional for personalized advice.

Greg Theis and Robert (Bob) Travers are investment advisor representatives of, and securities and advisory services are offered through USA Financial Securities, Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Legacy Financial Services is not affiliated with USA Financial Securities.

USA Financial Securities Form CRS: Form CRS

Greg Theis and Bob Travers are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: Greg- AZ; CO; FL; GA; IA; IL; IN; KS; MI; MO; NC; NV; SC; TN; TX. Bob- AL; AZ; CA; DC; FL; GA; IL; IN; MI; MO; NC; OH; PA; TX; WI. For investment advisory services theses states include: Greg -AZ; CO; FL; GA; IA; IL; IN; KS; MI; MO; NC; SC; TX; WI. Bob- AL; AZ; CA; DC; FL; GA; IL; IN; SC; TX; WI. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.