CORPORATE EXECUTIVES
Legend provides Investment Management and Personal Financial Planning services focused on the needs of corporate executives 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 works with corporate executives regarding the issues mentioned in the individuals and families section along and to help simplify complex issues involved with deferred compensation plans, stock option, bonus plans and income taxes as well as providing guidance on employee benefits. Furthermore, Legend can provide assistance with evaluating new employment offers.
Legend’s goal is to assist corporate executives and their families in making informed, intelligent financial decisions, so that they are free to focus more closely on matters that mean the most to them.