Legend provides investment management/consulting and personal financial planning services focused on the needs of college professors and administrators.

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

Legend has significant experience with managing complex financial issues for college professors and administrators especially with regard to consulting on their retirement plans [403(b) or 401(k) plans] as well as intellectual property royalties and business start-up issues.  This is in addition to the areas mentioned in the Individuals And Families section.

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’s goal is to assist college professors and administrators in making informed, intelligent financial decisions, so that they are free to focus more closely on matters that mean the most to them.