Skip to main content

Legacy Financial Services

  •  Tel: (708) 301-4471
  •  Fax: (708) 301-2293
Check out Greg Theis' experience and background on FINRA's BrokerCheck
 

Legacy Financial Services

  • Home
  • About
    • Our Firm
    • Our Team
    • Who is USA Financial?
  • Our Services
  • Strategies
    • Formulaic Investing
  • Financial News
    • Economic Updates
    • USA Financial Trending Report
  • Resources
    • FREE Reports
    • FREE Retirement Guide
    • FREE Financial Newsletter
    • Video Library
    • Radio
  • Contact

    You are here

  1. Home
  2. Resources
  3. Video Library

Video Library

Mt. Everest

This video shares with you an interesting analogy between retirement planning and climbing Mt. Everest.

Donor Advised Funds

This video shares some of the benefits of considering a donor advised fund for any charitable giving you may do.

Where did all that money go?

An interesting video created shortly after the 2008 Financial Crisis.

What Will Your Legacy Be?

A powerful video discussing one of the most unselfish things you can do.

Asset Cycle Portfolio System®

This video shares a short explanation of retirement income planning using our Asset Cycle Portfolio System.

Resources

  • FREE Reports
  • FREE Retirement Guide
  • FREE Financial Newsletter
  • Video Library
  • Radio

Book a Meeting

Tell a Friend

13516 S. Parker Road
Homer Glen, IL
60491 United States

  •  Tel: (708) 301-4471
  •  Fax: (708) 301-2293
  •  gtheis@legacyfinancialusa.com

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

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 -AR, AZ, CA, CO, FL, GA, IL, KS, MO, NC, NM, OH, SC, TX. Bob- IL. For investment advisory services theses states include: Greg -AZ, CA, CO, FL, IL KS, NC, SC. Bob-IL. 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.

© 2019 Legacy Financial Services, Inc.. All rights reserved.

Website Design For Financial Services Professionals