Skip to main content
menu
Home
About
Firm Overview
Meet Our Team
Why Legend Is A Fiduciary
Who We Serve
Medical Doctors
Pre- And Post-Retirees
Widowed Individuals
Business Owners / Entrepreneurs
Individuals & Families
Retirement Plans
College Professors & Administrators
Dental Professionals
Post-Divorce Individuals
Technology Professionals
Corporate Executives
Sudden Wealth Recipients
Services
Financial Planning
Investment Management / Consulting
Investment Management Fee Schedule
Need Help Managing Your 401(k), 403(b) or Other Retirement Accounts?
Company Retirement Plan Services
Investment Management Services for Advisors
Free One-Time Services
Risk Assessment Questionnaire
Retirement Analysis
Investment Second Opinion
Stock Market Crash Analysis
Portfolio Tax-Efficiency Analysis
Investor Self-Evaluation
Resources
Frequently Asked Questions
Financial Webcasts
Key Financial Data Card
In The News
Preventing Identity Theft & Fraud Protection
Contact Us
Schedule a Meeting
JIM HOLTZMAN, CFP®, CPA (inactive)
Bill Knight CFP®, AWMA®, PPC®
Chris Kail
Upload Your Documents
Getting Started
Speaking Engagements
Employment Opportunities
Protected Page -- Enter password
The page you are trying to view is password protected. Please enter the password below to proceed.
Enter Password
This field is required.
Leave this field blank
© 2024 Legend Financial Advisors, Inc.® All rights reserved.