Legend provides leading-edge investment management/consulting and personal financial planning services focused on the needs of pre- and post-retirees.

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.

Legend’s goal is to assist pre- and post-retirees 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.

Due to highly complex financial issues faced in pre- and post-retirement, Legend provides value-added guidance and solutions to pre- and post-retirees.  These services include assistance with early retirement decisions, if possible, funding and withdrawal strategies from retirement plans in addition to ira-type accounts, social security elections, medical insurance guidance in retirement, senior living arrangements, etc.