Legend provides investment management/consulting and personal financial planning services focused on the needs of widowed individuals.

Legend’s innovative nationally-profiled investment process includes designing dynamic, creative and personalized investment solutions 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 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 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 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.