Broker Check

The Legend Group is a full-service investment planning firm offering complete, turnkey retirement programs. We make it easy for organizations to offer a valuable benefit, one that can help build loyalty and attract quality employees.

Employers who partner with The Legend Group and Lincoln Investment can offer a wide range of retirement planning services, a variety of investment options, professional portfolio management services, and a wealth of financial knowledge–all through a single relationship.

Our advisors are focused on helping plan participants understand all their plan options and offer a variety of financial educational opportunities.

Through Lincoln Investment, Legend advisors provide:

  • Complete, turnkey retirement plan programs that can be customized to reflect both sponsor and participant needs
  • The ability to offer employees a broad selection of investment vehicles and professional portfolio management services
  • Professional service delivered by knowledgeable and attentive financial advisors
  • Ongoing educational opportunities for plan participants designed to increase plan participation and to help employees work toward their retirement goals
  • Plan participant communications including consolidated quarterly statements, secure internet account access and web- and print-based educational tools
  • Sophisticated administrative services and compliance knowledge
  • Plan sponsor communications including regulatory announcements, technical assistance and e-mail/website updates