Who|We Serve

Who We Serve

 
WHO WE SERVE

 

Legend Financial Advisors, Inc.® (Legend) has developed services addressing specialty client-types for Personal Financial Planning and Investment Management/Consulting services.  These specialty-type clients include: Medical Doctors, Pre- and Post-Retirees, Widowed Individuals, Business Owners, Individuals and Families, 401(k)/403(b) Retirement Plans, Professors as well as College and University Administrators, Dental Professionals including Periodontists, Oral Surgeons, Endodontists, Post-Divorce Individuals, Technology Professionals, Corporate Executives and Sudden Wealth Recipients.

 

Client Specializations:

Legend has developed services addressing specialty client-types for Personal Financial Planning and Investment Management/Consulting services.  These specialty-type clients include:

 

Medical Doctor with stethoscope.

Medical Doctors / Practices

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A widow’s hands being comforted by a younger hand.

Widowed Individuals

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A retired couple walking on the beach near the ocean.

Pre- and Post-Retirees

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Under Construction

Considering Early Retirement: Longevity Planning

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Two business owners including a man and woman working on their business.

Business Owners / Entrepreneurs

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A family of generations running along the beach and ocean.

Individuals and Families

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Lottery ticket and cash portraying a sudden wealth example.

Sudden Wealth Recipients

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A Male Professor teaching a class of attentive students.

Professors as well as College and University Administrators

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A tooth along with dental supplies including a toothbrush, dental floss and a mirror.

Dental Professionals

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Final Decree of Divorce along with two rings and a pen.

Post-Divorced Individuals

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A Male Technology Professional making a presentation with video screen to colleagues in a conference room.

Technology Professionals

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A Female Executive making a presentation to other executives in a board room with glass doors.

Corporate Executives

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A Woman and Man discussing Retirement Plan paperwork with business colleagues in the background.

Low-Cost Retirement Plan Investment Management Services

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For a Confidential Discussion Regarding Your
Personal Financial Situation, Please Call Legend
at (412) 635-9210.

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