Legend provides leading-edge investment management/consulting and personal financial planning services focused on the specialized needs of business owners/entrepreneurs and their families.

Legend’s innovative nationally-profiled Investment Process includes designing dynamic, creative and personalized investment solutions for individuals as well as Retirement Plans.

Legend’s Personal Financial Planning Services are individualized and include, but are not limited to: pre- and post- retirement funding and distribution planning, minimizing income taxes where possible, estate planning consulting, family income planning needs in the event of death or disability and education funding planning, if applicable as well as developing asset protection strategies against liability lawsuits.

Legend provides business financial planning services to businesses including consulting on income taxes, employee benefits, succession planning as well as other issues affecting the business entity such as insurance protection and asset protection strategies. These services are tailored to meet the needs of almost all businesses. In addition, Legend provides businesses with retirement plan investment management and/or consulting on issues concerning the plans themselves.

Legend’s goal is to assist business owners/entrepreneurs and their families in making informed, intelligent financial decisions, to save them time and energy, so that they are free to focus more closely on matters that mean the most to them.