Legacy Wealth Management Our Company

<body bgcolor="#FFFFFF" text="#000000"><div align="center"></div> <p align="center" class="unnamed1"><span class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif" size="3"><b><font color="#666600">The Right Team</font></b></font></span></p> <p class="unnamed1"><span class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif">Our clients are our most valuable assets, which is why we have assembled a team of highly qualified financial planners, investment managers, and service representatives who can provide comprehensive financial counsel that can support their needs. </font></span></p> <p class="unnamed1" align="center"><span class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif"><b><font color="#666600" size="3">The Right Mission</font></b></font></span></p> <p class="unnamed1"><span class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif">Contributing to our clients' peace of mind; helping clients achieve personal freedom; enabling our clients to live their dreams, is the mission that drives our organization. </font></span></p> <p class="unnamed1" align="center"><span class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif"><br> <b><font color="#666600" size="3">The Right Approach</font></b></font></span></p> <p class="unnamed1"><span class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif">Building a financial plan starts with a clear understanding our clients' goals and dreams. Our financial planning and investment management teams meet regularly to insure that we, as an organization, stay focused on the issues most critical to each client, new and existing. It is our responsibility to stay abreast of changes in the financial planning and investment industries and inform our clients accordingly. We stay informed by maintaining close communication with several national organizations such as Charles Schwab and Co., National Association of Fee-Only Planners, Financial Planning Association, JP Morgan, Association of Investment Management Research, La Jolla Economics, and the Alpha Group. </font></span></p> <p class="unnamed1" align="center"><span class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif"><b><font color="#666600" size="3">The Right Value</font></b></font></span></p> <p><span class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif">We have the <b><font color="#666600">Depth of Knowledge</font></b><font color="#666600"> </font>to help clients </font></span></p> <ul> <li><span class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif">Navigate through difficult financial situations</font></span></li> <li><span class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif">Avoid making financial mistakes </font></span></li> <li><span class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif">Interperat information in the marketplace </font></span></li> <li><span class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif">Achieve their goals</font></span></li> </ul> <p class="unnamed1"><span class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif">We are able to provide <font color="#666600">Totally Objective Advice</font> because</font></span></p> <ul> <li class="unnamed1"><span class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif">We are a fee-only firm</font></span></li> <li class="unnamed1"><span class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif"> We have no products to sell or commissions to earn</font></span></li> </ul> <p class="unnamed1" align="center"><span class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif"><b><font color="#666600" size="3">The Right Track Record</font></b></font></span></p> <ul> <li class="unnamed1"><span class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif"> Named by <i>Worth</i> magazine as one of 250 outstanding financial advisors in the U.S. for 1997, 1998, 1999</font></span></li> <li class="unnamed1"><span class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif">Named to <i>Medical Economics</i> magazine's 120 best advisors in the nation for doctors in 1998, 1999, 2000</font></span></li> <li class="unnamed1"><span class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif">Nominated by <i>Memphis Business Journal</i> as finalist for Small Business Awards 2000</font></span></li> </ul> <p class="unnamed1"><span class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif"><b><font color="#666600">Featured in articles in the following publications:</font></b></font></span></p> <ul> <li class="unnamed1"><span class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif"><i>The Wall Street Journal</i></font></span></li> <li class="unnamed1"><span class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif"><i>Fortune </i></font></span></li> <li class="unnamed1"><span class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif"><u>Best Practices for Financial Advisors </u></font></span></li> <li class="unnamed1"><span class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif"><u>Practice Management</u></font></span></li> </ul> <p class="unnamed1"><span class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif">Named by <i>Barron's</i> as one of the 15 "most powerful financial planners" in the nation (4/96)</font></span></p> <p class="unnamed1"> </p> <p align="center"><font face="Verdana, Arial, Helvetica, sans-serif" color="#FFCC00"><i><b><font size="3" class="unnamed1" color="#666600">While receiving such recognition is indeed a great honor for all of us at Legacy Wealth Management, we know that continuing to keep our clients' best interests as our top priority will bring long-term success to them and secondarily, to us. </font></b></i></font></p> <table width="741" border="0" cellspacing="0" cellpadding="0" height="270"> <tr> <td colspan="2" height="16"><a href="f_investmentoverview.htm" target="_top" onMouseOut="MM_swapImgRestore()" onMouseOver="MM_swapImage('Image1','','images/inside/nav/resources_on.gif',1)"><img src="images/inside/nav/resources_off.gif" width="191" height="27" border="0" alt="Your Investment Resources" name="Image1"></a></td> <td width="549" rowspan="15"> </td> </tr> <tr> <td colspan="2" height="18"><a href="f_about.htm" target="_top" onMouseOut="MM_swapImgRestore()" onMouseOver="MM_swapImage('Image2','','images/inside/nav/company_on.gif',1)"><img src="images/inside/nav/company_off.gif" width="191" height="27" border="0" alt="Our Company" name="Image2"></a></td> </tr> <tr> <td colspan="2" height="2"><a href="f_retirement.htm" target="_top" onMouseOut="MM_swapImgRestore()" onMouseOver="MM_swapImage('Image3','','images/inside/nav/retirement_on.gif',1)"><img src="images/inside/nav/retirement_off.gif" width="191" height="27" border="0" alt="Your Retirement" name="Image3"></a></td> </tr> <tr> <td colspan="2"><a href="f_security.htm" target="_top" onMouseOut="MM_swapImgRestore()" onMouseOver="MM_swapImage('Image4','','images/inside/nav/security_on.gif',1)"><img src="images/inside/nav/security_off.gif" width="191" height="27" border="0" alt="Your Financial Security" name="Image4"></a></td> </tr> <tr> <td colspan="2"><a href="f_investments.htm" target="_top" onMouseOut="MM_swapImgRestore()" onMouseOver="MM_swapImage('Image5','','images/inside/nav/investments_on.gif',1)"><img src="images/inside/nav/investments_off.gif" width="191" height="27" border="0" alt="Your Investments" name="Image5"></a></td> </tr> <tr> <td colspan="2"><a href="f_legacy.htm" target="_top" onMouseOut="MM_swapImgRestore()" onMouseOver="MM_swapImage('Image6','','images/inside/nav/legacy_on.gif',1)"><img src="images/inside/nav/legacy_off.gif" width="191" height="27" border="0" alt="Your Legacy" name="Image6"></a></td> </tr> <tr> <td colspan="2" height="2"><a href="f_benefits.htm" target="_top" onMouseOut="MM_swapImgRestore()" onMouseOver="MM_swapImage('Image7','','images/inside/nav/benefits_on.gif',1)"><img src="images/inside/nav/benefits_off.gif" width="191" height="27" border="0" alt="Your Executive Benefits" name="Image7"></a></td> </tr> <tr> <td colspan="2"><a href="index.htm" onMouseOver="MM_nbGroup('over','home_off','images/inside/nav/home_on.gif','',1)" onMouseOut="MM_nbGroup('out')" target="_top" onClick="MM_nbGroup('down','group1','home_off','',1)"><img src="images/inside/nav/home_off.gif" width="191" height="27" name="home_off" border="0" onLoad="" alt="Legacy Home"></a></td> </tr> <tr> <td colspan="2"> </td> </tr> <tr> <td colspan="2"> </td> </tr> <tr> <td colspan="2"> </td> </tr> <tr> <td 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