Welcome to Legends Financial Services Group LLC
Amid an ever-changing investment and benefits landscape, individuals and businesses need a dedicated and experienced partner who can guide them through the intricacies of investing and planning.
In an increasingly complicated financial arena, we believe achieving your financial goals requires:
- Solid, objective advice
- Meaningful, timely information and research
- Easy access to the investment and services that fit your specific circumstances
- Unparalleled client service
These are the key tenets upon which Legends Financial Services Group LLC was built. We invite you to look over our website to learn more. If you are an existing client, welcome back! Please feel free to login.
Building Your Legacy
A four-step framework for building a personal legacy.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
What’s the deal with your yearly free credit report?
For some, the social impact of investing is just as important as the return, perhaps more important.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
The federal government requires deceased individuals to file a final income tax return.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The decision whether to buy or rent a home may have long-term implications.
Learn how to harness the power of compound interest for your investments.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Taking your Social Security benefits at the right time may help maximize your benefit.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, cracking the code on bonds.