Pre- and Post-Retirees

Pre- and Post-Retirees



Two Grandparents running on the beach with their two Grandchildren.Legend provides Leading-Edge Investment Management/Consulting and Personal Financial Planning Services Focused on the Needs of Pre- and Post-Retirees.


Since 1994, Legend’s Advisors have Previously been Selected by National Publications Over 40 Times for Various Types of “Best Advisor” Awards.  (See Legend’s Awards Disclosure.)


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 are Individualized and Include, but are not limited to: Pre- and Post- Retirement Funding and Distribution Planning, Minimizing Income Taxes Where Possible, Estate Planning Consulting, Family Income Planning Needs in the Event of Death or Disability and Education Funding Planning, if Applicable as well as Developing Asset Protection Strategies Against Liability Lawsuits.


Legend’s Goal is to Assist Pre- and Post-Retirees in Making Informed, Intelligent Financial Decisions, to Save Them Time and Energy, so that They are Free to Focus More Closely on Matters that Mean the Most to Them.


Senior man and woman couple embracing at sunset or sunrise on a deserted tropical beach

Due to Highly Complex Financial Issues Faced in Pre- and Post-Retirement, Legend Provides Value-Added Guidance and Solutions to Pre- and Post-Retirees.  These Services Include Assistance with Early Retirement Decisions, if Possible, Funding and Withdrawal Strategies from Retirement Plans in Addition to IRA-Type Accounts, Social Security Elections, Medical Insurance Guidance in Retirement, Senior Living Arrangements, etc.


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


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