WEALTH ADVISORY SERVICES FOR BUSINESSES
Legend Financial Advisors, Inc.® (Legend®), with its headquarters located in Pittsburgh, Pennsylvania, provides a number of Wealth Advisory Services to businesses. Some of the areas that we focus on include:
Business Entity and Structure Analysis
Banking Arrangements
Board of Directors or Advisory Board Membership
Business Continuity/Succession Planning
Legal Documentation and Requirements
Insurance Analysis
Employee Benefits Analysis
Executive and/or Key Person Compensation Benefit Arrangement Reviews
Personal Financial Planning Services for Owners and Key Employees
Financial Planning Workshops for the Business Entity's Staff Employees
In addition, we offer Retirement Plan Services to businesses. These services include:
Plan Establishment Consulting
Investment Policy Statement Development and/or Review
Investment Management
Investment Consulting
Investment Education Workshops
Plan Audits and Plan Administration
Our Wealth Advisory Services for businesses strive not only to provide quality solutions to common business needs, but we also help to implement and seamlessly integrate these solutions into each individual business. Moreover, after the strategic plan is implemented, we monitor the progress and measure the results. Ultimately, our mission is to maximize the value of the business by allowing the owners to focus on their core competencies while we focus on ours!
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Let Legend Financial Advisors help you with fee-based management, financial
planning, retirement consulting, risk management and estate plans. We are
located in Pittsburgh, PA.