WIDOWED INDIVIDUALS
Legend provides Investment Management and Personal Financial Planning services focused on the needs of widowed individuals.
Legend’s investment process includes designing dynamic, creative and personalized investment strategies for individuals as well as for retirement plans.
Widowed individuals often initially face one of two financial challenges: having too little in assets or too much oftentimes in assets that may not be optimal to own, such as real estate, businesses and legacy investments. Legend guides widowed individuals through complex financial issues so they can have a secure future.
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 widowed individuals in making informed, intelligent financial decisions, so that they are free to focus more closely on matters that mean the most to them.