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Text Content

Click here to learn more about our financial professionals by visiting FINRA's
BrokerCheck.

(309)229-3145

Menu
 * Home
 * About Us 
   * Mission Statement
   * Why Choose Us
   * Best of Both Worlds
   * Meet the Team
   * Our Services
   * Our Process
   * Our Code of Ethics
   * Integrated Technology
   * Reasons to Call
 * Strategic Partners 
   * Wealth Management Platform Affiliations
 * Resources 
   * Retirement Planning
   * Estate Planning
   * Investments
   * Insurance
   * Tax
   * Money
   * Lifestyle
   * Tools
   * Glossary
   * Tax Resources
 * Contact




WHAT'S NEW

First Trust Market Outlook - Still Bearish









INVESTMENT THEMES




Learn more


CLIENT RESOURCE KIT 

Markets in Perspective

Learn more


CLIENT RESOURCE KIT

Inflation

Learn more


CLIENT RESOURCE KIT 

Rising Rates 

Learn more


CLIENT CENTERED

Our business is built on a foundation of thoughtful client relationships.


YOUR FUTURE

Our first priority is helping you take care of yourself and your family. We want
to learn more about your personal situation, identify your dreams and goals, and
understand your tolerance for risk. Long-term relationships that encourage open
and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and
calculators designed to help you learn more. As you search our site, send me a
note regarding any questions you may have about any particular investment
concepts or products. We'll get back to you quickly with a thoughtful answer.


MEET OUR TEAM OF PROFESSIONALS

At Legacy Wealth Partners, we understand that individuals face unique challenges
as they prepare for retirement. We can help take the mystery out of preparing
for today and tomorrow. Whether you are investing to build wealth, protect your
family, or preserve your assets, our personalized service focuses on your needs,
wants, and long-term goals.

Our team of professionals have years of of experience in financial services. We
can help you address your needs of today and for many years to come. We look
forward to working with you.

Learn more


STEP 1

Define your goals. We’ll ask a lot of questions and do even more listening to
fully understand your needs and life goals.


STEP 2

Identify and provide the appropriate strategies and tools to help you work
towards your goals.


STEP 3

Once goals and resources have been defined and analyzed, you will have a clearer
picture as to whether your plan will take you where you want to go.


HAVE A QUESTION

Name
Email
Address
Phone
Question

Thank you! Oops!

CONTACT

Legacy Wealth Partners

Office: (309)229-3145

2400 North Main Street

Suite G

East Peoria, IL 61611

Series 7, 6, 63 & 65

mboehm@legacyinvestments.net



QUICK LINKS

 * Retirement Planning
 * Investments
 * Estate Planning
 * Insurance
 * Tax
 * Money
 * Lifestyle
 * All Articles
 * All Videos
 * All Calculators

Osaic Form CRS

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

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advice. Please consult legal or tax professionals for specific information
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