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.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Here's a breakdown of how the federal government spends your tax money.
One way to find money is to examine your current spending habits and eliminate money wasters.
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This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
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Investment tools and strategies that can enable you to pursue your retirement goals.
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Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
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Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.