Thank you for choosing to find out more about our services. Whether you are a small business owner, part of a large family, or just someone who cares about making smart decisions with their finances, Legacy Partners, Inc. can be a tremendous resource!

Our insurance and investment planners will help you make financial decisions that are consistent with the kind of legacy you want to leave. We have fully licensed planners in all areas of insurance and investment planning. These individuals go through regular education and training to ensure they are up to date on the latest improvements and changes in their industries.

We are constantly establishing specialty alliances with other professionals that provide additional resources. We do this with the intent to increase your chances for financial success, as well as help with specific life events.

If you have additional questions after touring our site, please contact us and someone will be happy to provide you with answers.

We look forward to working with you!
 
Our Goal
To be a center of influence for families and business owners and become their #1 choice for implementing their financial arrangements.
Our Mission
Make a positive impact on the lives and future generations of our clients and their families.
Our Beliefs
We believe that all we have has been entrusted to us. We are not only responsible for how we use our resources, but what our lives say as a reflection of our actions. Therefore, a vital part of the legacy we leave should include implementing and passing on principles of good stewardship.
Registered Representatives with Waterstone Financial Group. Securities and advisory services offered through Waterstone Financial Group, Inc., 500 Park Blvd., Suite 800, Itasca, IL 60143, (630) 250-7000. Legacy Partners, inc. and Waterstone financial Group, Inc. and Dorsey, Wright and Associates are independent companies.

This communication is intended for individuals residing in the states of Alabama, California, Illinois, New York, and Wisconsin. The contents of this website do not constitute a solicitation to purchase or sell securities in other states. No offers may be made or accepted from any resident outside the specific states referenced.
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1821 Walden Office Square #400 - Schaumburg, IL 60173 | 847-303-3600 (O) 847-348-3855 (F) info@legacypartnersinc.com