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16759 Main Street, Suite 215
Wildwood, MO 63040
Office: 636-821-2200
TimWard@LegendsFinancialServices.comFacebookFacebookFacebook

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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.

Helpful Content

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

“Dirty Dozen” Tax Scams to Watch For

“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

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

 

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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