Assessment Tool

Discover your business potential with our Legacy Assessment Tool. Answer two simple questions about your current client base and revenue, and get a clear picture of where you stand today—and where you could be tomorrow.

14600 Branch StreetOmaha, Nebraska 68154

(888) 321-0808

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The information included herein is for informational purposes and is intended for use by advisors only, and should not be copied, reproduced, or redistributed without consent of CWM, LLC. Legacy Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Legacy Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Legacy Group Holdings, LLC. Legacy Coaching does not provide advisory services.