Legend provides leading-edge investment management/consulting and personal financial planning services focused on the specialized needs of medical doctors (including other types of medical professionals hereinafter are inclusive under the term “medical doctors”) and their families.  For medical doctor specialties, see the bottom of the page.  For those doctors in private practices, if applicable, please continue reading.

Medical doctors represent approximately 40.0% of Legend’s clientele.  Therefore, since its inception in 1994, Legend has developed considerable expertise in counseling medical doctors, their families and their practices, if applicable (see below for examples of types of doctors.).

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 medical doctors who are in private practice, Legend provides medical practice financial planning to owners of medical practices including consulting on income taxes, employee benefits, succession planning and other practice issues.  These services are tailored to meet the needs of medical practices.  In addition, Legend provides medical 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 medical doctors and professionals:

  1. Medical Doctors (M.D.) – All specialties
  2. Doctor of osteopathic medicine (D.O.)
  3. Doctor of philosophy (Ph.D.) – Ex. doctors of psychiatry/psychology
  4. Doctor of chiropractic medicine (D.C.)
  5. Doctor of optometry (O.D.)
  6. Doctor of podiatric medicine (D.P.M.)

Legend’s goal is to assist medical doctors 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.