Legend provides leading-edge investment management/consulting and personal financial planning services focused on the specialized needs of dental professionals and their families.  For dental professional specialties, see the bottom of the page.  For those dental professional in private practices, if applicable, please continue reading.

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.

Furthermore, for dental professionals who are in private practice, Legend provides practice financial planning to owners of dental practices including consulting on income taxes, employee benefits, succession planning and other practice issues.  These services are tailored to meet the needs of dental practices.  In addition, Legend provides dental practices with retirement plan investment management and/or consulting on issues concerning the plans themselves.

Legend Financial Advisors, Inc.® advisory team advises the following examples of dental professionals:

  1. Oral and maxillofacial surgeons
  2. Periodontists
  3. Oral pathologists
  4. Cosmetic dentists
  5. Endodontists
  6. Family and cosmetic dentists
  7. General dentists
  8. General dentistry prosthodontists
  9. Orthodontists
  10. Pediatric dentists
  11. Prosthetists

Legend’s goal is to assist dental professionals 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.