TECHNOLOGY PROFESSIONALS
Legend provides Investment Management and Personal Financial Planning services focused on the needs of technology professionals 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 can guide these individuals regarding the issues mentioned in the individuals and families section along with managing complex financial issues that technology professionals face, such as compensation plans and stock options as well as providing guidance on employee benefits. Furthermore, Legend can provide assistance with evaluating new employment offers.
Legend’s goal is to assist technology professionals 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.