COLLEGE PROFESSORS & ADMINISTRATORS
Legend provides Investment Management and Personal Financial Planning services focused on the needs of college professors and administrators.
Legend’s investment process includes designing dynamic, creative and personalized investment strategies for individuals as well as Retirement Plans.
Legend has 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.
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’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.