LEGEND'S MOST REQUESTED SERVICES:
INVESTMENT MANAGEMENT
Nationally-Profiled
State-Of-The-Art
Investment Process.
Creative, Low-Cost,
Tax-Efficient Strategies.
Need IRA Rollover Help?
Providing Guidance
Transferring Retirement
Plan Monies To An
IRA Rollover Account.
COMPANY RETIREMENT PLANS
For Companies Who Desire Low-Cost, State-of-the-Art 401(k), 403(b) Or Other Retirement Plan Investment Management Services.
INVESTING YOUR 401(k) Or 403(b)
For Individuals
Who Need Help
Managing Their
401(k) Or 403(b)
Investments.
MORE ABOUT LEGEND:
GETTING STARTED AS A CLIENT
Step-By-Step Information
On Beginning A
Client Relationship
With Legend.
THE LEGEND DIFFERENCE:
FREQUENTLY ASKED QUESTIONS
Have A Question?
Review Our Detailed
Answers To Your
Frequently Asked
Questions.
WHO WE SERVE
Individuals And Families,
Medical Doctors,
Pre- And Post-Retirees,
Business Owners,
Widows, Divorcees And More.
OTHER INFORMATION:
FOR CLIENTS ONLY
Clients Are Provided
Access To Their
Information Through
A Double Log-In Process
For Maximum Security.
SUBADVISORY SERVICES
Attention! State-Of-The-Art,
Low-Cost Subadvisory
Investment Management
Services For Financial
Advisory Firms
EDUCATE YOURSELF:
BLOGS / VIDEOS
Cutting-Edge Investment &
Financial Planning Blogs &
Videos By Our Industry
Thought Leaders.
CONNECT WITH US:
EMPLOYMENT OPPORTUNITIES
Want To Work For A Fast-
Growing Industry Leader?
Full-Time, Part-Time &
Paid Internship Opportunities.
