Our Process

Financial Security Planning Diagram


Wealth Optimization GIF (Fee-Based Planning)
 Copyright 2019 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company. Chad E. Keaton of Axiom Wealth Management is a fee-based planner.