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Rick Harig
President, Legacy Resources
| Office Phone: |
847-509-9868 |
| Facsimile: |
847-509-9878 |
| Email: |
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33. Contact Us
To move forward, you simply need to schedule a discovery session. We stand ready to send out the engagement kits to qualified individuals. The Engagement Kit includes the following:
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A description of our portal service, The Discovery Dialogue, Financial Checkup,
Value Proposition Letter, and graphic depicting the service deliverables.
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A document request list of the agreements, statements, and records we review
in order to complete the Financial Checkup.
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A team roster of our core professionals and sub-specialists.
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A description of our signature service, The Legacy Interview. More than
seventy-five families in sixteen states have used this process to define the
destination and purpose of their wealth.
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For more information about the above process, please call 847-509-9868
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