Your Team

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.

Our Process

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.

 

Your Way

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.

 

Our elite wealth management process...

Our elite wealth management process...

The "work first, life second" mantra guides far too many of us these days. From driven entrepreneurs 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!

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A mission for a moment like this...

A mission for a moment like this...

To attempt to put a monetary value on helping someone misses the point entirely. The feeling of touching someone’s life in a positive way, no matter how small, is the return on your investment. So, what is Match a Mission? Match a Mission is a cause driven by the clients of Legends Financial Services Group in order to help the organizations, businesses and people they care about. During this time of uncertainty, Legends has dedicated itself to matching contributions our clients have made to others up to $250 per client family. Legend's goal is to match $10,000 of gifts in 2021. This will translate into a total of $20,000 given within our client community.

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Learn How to Avoid These 6 Common Tax Errors

Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.



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