Our Story
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.
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A Taxing Story: Capital Gains and Losses
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9 Facts About Retirement
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How Income Taxes Work
A quick look at how federal income taxes work.
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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Doubling Your Money
This calculator demonstrates the power of compound interest.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Emerging Market Opportunities
What are your options for investing in emerging markets?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Surprises
Making the most of surprises is a great reason to work with us.