Divorced Individuals

 

Legend has vast experience with helping individuals restart their financial lives after divorce.  Legend’s advisors are experienced at helping individuals as they navigate the post-divorce financial complexities.  Some of those financial issues may include: creating new short and long-term financial goals; understanding what assets will help to achieve those goals and using them in the most tax-efficient manner; understanding the need for various types of insurance including, life, disability, long-term care, homeowners, automobile and umbrella; funding a children’s college education; as well as drafting new estate documents, just to name a few examples.

 

Legend provides investment management/consulting and personal financial planning services focused on the needs of post-divorce individuals and their families.

 

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 post-divorce individuals 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.

 

For a Confidential Discussion Regarding Your Personal
Financial Situation, Please Call Legend
at (412) 635-9210 or Schedule a Free Appointment.