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WHY

PLAN ALONE?




I am here to help get you on the right path to retirement.




How can I help you?

In addition to financial planning, I can provide the guidance to help you choose a retirement plan that reflects your specific needs and goals. I can also assist you in planning for your Medicare needs and making the suitable selection for you.

For nearly 50 years, The Legend Group has been helping investors work toward achieving their financial goals.

Personalized Assistance In…

Retirement Planning

Whether you are planning for retirement, already in retirement, or somewhere in between, my focus is helping you evaluate whether you are on track to meet your goals. Working with me as your advisor means you have a dependable source to help you plan and implement financial strategies based on what is most important in your life.

Utilizing a holistic approach, I will go into detail about all aspects of your life and conduct a thorough process of creating and implementing an ongoing financial plan. I can also assist you in planning for your Medicare needs and making the suitable selection.

Financial Planning

Retirement, savings, insurance, college savings, debt, can all be overwhelming to get in order. A comprehensive financial plan can give you the insight into your financial situation and the clear path on how to achieve your goals. No matter the situation you find yourself in, I can help you evaluate your situation and make recommendations.

It can be stressful planning for these changes by yourself; partnering with a financial advisor who can offer guidance through these decisions can be a relief. I can assist you with setting achievable goals, provide a detailed analysis of your portfolio, suggest investment recommendations, and provide ongoing oversight.

Medicare Guidance

Medical expenses in retirement can take people by surprise. Your health can change from year to year, which is why it’s important to look at your health care coverage every year to make sure it meets your needs.

For example, are you taking any new prescription drugs? Do you have wellness goals for the next year? Is your doctor in-network? While everyone has the same benefits available to them through Original Medicare, Medicare Advantage and Prescription Drug Plan benefits may vary.

I can help you review your current plan, and explain the Medicare options available to you.

Comprehensive Financial Services

I can help you in streamlining various areas of your financial life. Talk with me about your insurance, long-term care options, and pension maximization. Let me help you simplify your finances by giving you a clear overview of your options and recommendations. 

Talk to me today to see how I can help you create a customized financial plan.

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