Financial & Retirement 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 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 and investment goals and guide you in building a retirement and investment strategy.
Financial Planning
Whether you are planning for college, saving for retirement, aiming to create income from your assets or investing to leave a legacy, a well‑conceived financial plan may make the difference between achieving your objectives or falling short. Through Lincoln Investment, our advisors can offer a comprehensive selection of quality products and services to help you pursue short‑term and long‑term financial goals.
Investments
Depending on your investment goals, time horizon, and tolerance for risk, there are a wide variety of investment products available when you partner with The Legend Group and Lincoln Investment. Our independent financial advisors 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.
403(b) Know-How
For over 50 years, our advisors have been helping clients navigate the unique aspects of 403(b) retirement plans. Your advisor can provide information about your state retirement plan and help coordinate your pension plan, Social Security, and 403(b) accounts so you can plan for the retirement you envision and deserve.
Insurance Options
Managing risk is a critical part of a healthy financial plan. Our advisors can help you navigate the many insurance options available to your family. Whether you are looking for life insurance, long‑term care insurance or disability income insurance, we can assist you. Discover how we can help protect what you have worked for.