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Our Services

Planning for the future you want

Am I invested in the right plan for retirement?

How do I get started?

Do I need a financial advisor?

These are some of the questions that we help investors with. Many people know they need to save for the future they want, but don't know where to start. Our advisors will help you evaluate your unique situation, your investment goals, and plan for how to get you there. 


Helping investors with all their financial needs for over 50 years

Investment Planning

Depending on your investment goals, time horizon and tolerance for risk, there are a wide variety of investment products available to you when you partner with The Legend Group and Lincoln Investment. Our financial advisors are independent, which means they are not tied to any particular family of funds or products. Your advisor will help you navigate the thousands of options to find a match appropriate for your unique needs. 

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403(b) Know-How

For over 50 years, our advisors have been helping clients navigate the unique aspects of 403(b) accounts. Your advisor can provide you with information about your state retirement plan and how to coordinate your pension plan, social security and 403(b) to plan for the retirement you envision and deserve. 

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Insurance Options

Managing risk is a big part of a healthy financial plan. Our advisors can help you navigate the many options your family has. Whether you are looking for life insurance, long-term care insurance, or disability income insurance, we can help. See how we can help you with your insurance needs by protecting what you have worked for.

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