<strong>Your Team</strong>

Your Team

When planning your future, seek the help of a qualified team that sees the big picture, the season you are in, as well as your financial circumstances.

<strong>Our Process</strong>

Our Process

Through our trademarked LEAD4life process, we listen and understand your life goals to develop a tailored financial plan to keep you on track.

<strong>Your Way</strong>

Your Way

What you value drives our planning. You are at the center of your team within Legends and your trust in us will grow with every encounter.

Others may follow.  We L-E-A-D

The "work first, life second" mantra guides far too many of us these days.  From driven entrepreneurs to to ladder-climbing professionals to overcommitted parents, we often find ourselves filling up our time with commitments to gain more money and greater status.

If you find yourself consistently putting work or professional projects at the top of your list and then attempting to find the time for "the other stuff," here's some advice: Stop looking to find that time - it doesn't exist.  

The good news: By articulating your core values through our LEAD4life process, you can make the time to create a meaningful, fulfilling life and find the work-life balance that eludes so many.  Bonus: By putting your life and family values first, you can even end up more financially successful!


We learn your unique story through open conversation.


We examine your situation and provide a second opinion.


We align resources and commit to working together.


We deploy your plan and implement ongoing strategies.

How can we lead you today?

Thank you!

January 1st, 2021

We continue to take steps to minimize any potential impact to our clients as a result of the Coronavirus (COVID-19) situation and maximize our efforts to keep our team and clients safe.

We want to assure all of you that we have a Business Continuity Plan in place to minimize any possible disruption to our firm and our ability to service our clients. We are prepared to continue the high level of service you expect from us.

We love seeing all of you in the office, however under the current circumstances, we understand if you prefer to schedule your appointment virtually or by phone - either way, we can't wait to visit with you soon!

If you have any questions or concerns, please do not hesitate to reach out.

We wish everyone good health as we all work to move beyond this challenging time.


Timothy Ward

& The Legends Team

A Team for a Time Like This


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