Broker Check

215 E Market St
Bluffton, IN 46714

Ron Covington

(260) 827-0920

 
Retirement and Quality of Life Behavioral Finance 4 Elements of an Estate Strategy The Wild West of Data Theft

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.

Helpful Content

What's My Potential Estate Tax?

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

 

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Retirement Seen Through Your Eyes

What your life will look like after you leave work.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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