BUSINESS OWNERS/ENTREPRENEURS
Legend provides Investment Management and Personal Financial Planning services focused on the specialized needs of business owners/entrepreneurs and their families.
Legend’s investment process includes designing dynamic, creative and personalized investment strategies 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
- Retirement distribution planning
- Minimizing income taxes where possible
- Estate planning consulting
- Family income planning needs in the event of death or disability
- Education funding planning, if applicable
- Developing asset protection strategies
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 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.