Legend provides leading-edge investment management/consulting and personal financial planning services focused on the needs of individuals and their families.

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:

  1. Pre- and post- retirement funding (Please see pre- and post- retirees section)
  2. Retirement distribution planning
  3. Minimizing income taxes where possible
  4. Estate planning consulting
  5. Family income planning needs in the event of death or disability
  6. Education funding planning, if applicable
  7. developing asset protection strategies against liability lawsuits

Legend’s goal is to assist individuals 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.