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The Legend Group is a consulting services provider offering quality solutions for our clients for over 50 years.

Through Lincoln Investment, our Financial Professionals offer a wide variety of products to our clients with personalized service and attention and help make investing easy.


Our long history in retirement planning provides our clients with access to valuable experience as we partner with them to create the best possible path to the retirement they envision for themselves. We foster an atmosphere of innovation, which means we constantly seek to improve our clients’ experience with investing. Our advisors specialize in the unique aspects of 403(b) accounts and share their knowledge to help educators and school administrators. Let them help you evaluate your plan options.

One provider, thousands of options...

Through Lincoln Investment, the advisors at Legend offer a selection of retirement plan accounts and provides the guidance to help you choose one that reflects your specific needs and goals. Investors may choose and hold mutual funds from multiple fund families in a single account, enabling you to design a diversified portfolio catered to you. A selection of fixed and variable annuities are also available.  


View List of Mutual Funds

Employer-Sponsored Retirement Plans

If you are an employee, these plans may be available to you:

  • Corporate §401(k) / Roth §401(k) Accounts
  • §403(b)-Roth-§403(b)
  • §457(b) Governmental
  • §401(a) Governmental
  • §457(b) Non-Governmental Deferred Compensation
  • §457(f) Deferred Compensation Top Hat Plan

Retirement Plans for Individuals

Our financial advisors can help you navigate the various retirement plan options available to you, whether the plan is through your employer or on your own.

These are available to investors with earned income, regardless of your employment status:

  • IRA
  • Roth IRA

Plans for Small Businesses and Corporations

The retirement plan you offer to your employees is one of the most valuable benefits they have — and one of the most important tools you have for rewarding and retaining your workforce.

If you own or work for a small business, these plans may be available to you:

  • Personal §401(k) / Personal Roth §401(k)

1. Fixed and variable annuities are not available in conjunction with 457(b), 457(f), 401(a) or Personal 401(k) accounts.

Diversification does not assure a profit or protect against market loss.

Use the information in these relevant articles below as a guide to help you in your retirement planning process, or you can contact us to schedule a complimentary retirement plan evaluation.   

Reinvesting RMDs: Here’s What You Need to Know…

Reinvesting RMDs: Here’s What You Need to Know…

You may not need to use your RMDs, your Required Minimum Distributions, when you are first required to start taking them. Know your investment options for reinvesting them…

Will My Retirement Savings Last?

Will My Retirement Savings Last?

Once you enter into retirement, there are a variety of factors that can also impact how long your hard-earned savings will last. Here are some important areas you should consider when planning how long your retirement savings will last…

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5 Mistakes To Avoid When Planning Your Retirement

5 Mistakes To Avoid When Planning Your Retirement

Making certain mistakes early on can have dire consequences on your future, particularly as you get closer and closer to your desired retirement age. Here are a few common mistakes and steps you can take to avoid them…

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How Does Your Retirement Savings Measure Up?

How Does Your Retirement Savings Measure Up?

It can be a good practice to gauge how you compare to other Americans when it comes to your finances. Take a look to see if you stand tall next to other Americans saving for retirement. Do you fare better or worse than your peers? 

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