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.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Even low inflation rates over an extended period of time can impact your finances in retirement.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
These food myths will really put a drain on your wallet.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are three things to consider before dipping into retirement savings to pay for college.
Even low inflation rates can pose a threat to investment returns.
What if instead of buying that vacation home, you invested the money?
Making the most of surprises is a great reason to work with us.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.