Legend provides investment management/consulting and personal financial planning services focused on the needs of technology professionals and their families.
Legend‘s innovative nationally-profiled investment process includes designing dynamic, creative and personalized investment solutions for individuals as well as retirement plans.
Legend’s personal financial planning services include but are not limited to: pre- and post- retirement funding and distribution planning, minimizing income taxes where possible, planning asset protection strategies against liability lawsuits, estate planning consulting, family income planning needs in the event of death or disability and education funding planning, if applicable.
Legend’s goal is to assist technology professionals and their families in making informed, intelligent financial decisions, so that they are free to focus more closely on matters that mean the most to them.
Legend can guide these individuals regarding the issues mentioned in the individuals and families section along with managing complex financial issues that technology professionals face, such as compensation plans and stock options as well as providing guidance on employee benefits. Furthermore, Legend can provide assistance with evaluating new employment offers.