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. Through our trademarked LEAD4life process, we listen and understand your life goals to develop a tailored financial plan to keep you on track. 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. 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.
You are at the center of your team within Legends and your trust in us will grow with every encounter. 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.
Services
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
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.
Guided Wealth Advising uses the intelligence of an online portfolio manager combined with personal assistance and support from a professional wealth advisor. Guided Wealth Portfolio (GWP) is a sensible investment solution to consider, whether you're just getting started or have been saving for a while.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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