The Legend Group's mission is to deliver professional investment advice and unparalleled service. We are prepared to guide you in setting realistic objectives, and assist you in designing an investment strategy to help you reach them.
As an industry leader with 50 years of experience, Lincoln Investment offers a variety of products and services designed to help meet the unique needs of individual investors. When you partner with The Legend Group and Lincoln Investment, you have access to a wealth of investment planning knowledge. The Lincoln Investment Companies offer a wide spectrum of investment options, professional investment management programs and quality client service through our nationwide network of independent Financial Professionals.
Our history is rooted in the development of products and services for retirement plans, and over the years we have played an influential role in the evolution of the 403(b) retirement plan market.
We foster an atmosphere of innovation, which means we constantly seek to improve our clients experience with investing. We provide you with the tools you need to easily access account information.
Why work with a Financial Professional?
Any investor, of any account size, can benefit from the guidance of a Financial Professional. Forming a partnership with a trusted Financial Professional can help investors to navigate the complex financial markets. Whether you are a beginner or have experience in the industry, The Legend Group can help.
Our Financial Professionals believe crafting an investment strategy is a team effort. They have the skills, knowledge and experience to guide you in creating and implementing an effective plan designed to reflect your unique investment goals. He or she will help you determine your risk tolerance, time horizon and investment objectives, as well as help you choose the appropriate options to help you. Your Financial Professional can meet with you periodically to review your needs and discuss any changes in your financial objectives or situation to ensure you remain on track as your plan progresses.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
For many, retirement includes contributing their time and talents to an organization in need.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator demonstrates the power of compound interest.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess how many days you'll work to pay your federal tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Around the country, attitudes about retirement are shifting.
What are your options for investing in emerging markets?
Even low inflation rates can pose a threat to investment returns.
How do the markets usually react to elections? Was the 2016 election any different?
Explaining the SECURE Act and how the changes affect your retirement strategy.