We believe crafting a financial 
strategy is a team effort.

 

 

 

 


 

 

 

Any investor, of any account size, can benefit from the guidance of a professional.

Forming a partnership with a trusted financial advisor can help you navigate the complex financial decisions you face when planning for the future. Whether you are just starting out or are transitioning to retirement, The Legend Group can help.

 

 

<strong>The Legend Group is dedicated to simplifying and streamlining your financial strategy.</strong>

The Legend Group is dedicated to simplifying and streamlining your financial strategy.

We help you understand the complex details of your finances so you can relax and enjoy your life.

Talk to us about how we are:

  • FORMULATING customized financial strategies
  • DEVELOPING quality retirement plans
  • IMPLEMENTING personal investment portfolios
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Financial Planning

Gain clarity into your financial situation with a thorough financial plan.

Our advisors help you reach your life goals and maintain financial independence through:

  • HOLISTIC financial planning
  • SAVING for the future
  • RETIREMENT planning
  • ESTATE strategies
  • EDUCATION savings
  • RISK management
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Employer Retirement Plans

Our advisors specialize in retirement plans for employees of public schools and offer retirement plans for a variety of businesses:

NON-PROFIT PLANS

  • 403(b)
  • 457
  • SIMPLE IRA
  • SEP


FOR-PROFIT PLANS

  • 401(K)
  • SEP
  • SIMPLE IRA
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Investment Management

Our advisors offer portfolio management for clients who prefer a professional to oversee, monitor, and manage their investments so they can focus on living their life.

This is a personalized approach to investing with a portfolio tailored to your particular goals and risk tolerances.

We strive to maximize your potential for growth with:

  • STRATEGIC asset management
  • ACTIVELY managing for upside potential
  • DEFENSIVE strategies for downside protection
  • DIVERSIFIED assets

Diversification does not guarantee a profit or protect against a loss.

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Contact us for more information about our firm and the services we offer. We would welcome the opportunity to speak with you.

(585) 272-8470