Broker Check

215 E Market St
Bluffton, IN 46714

Ron Covington

(260) 827-0920

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Our Story

The Legend Group's mission is to deliver professional investment advice and unparalleled service. We are prepared to guide you in setting realistic objectives, and assist you in designing an investment strategy to help you reach them.

As an industry leader with 50 years of experience, Lincoln Investment offers a variety of products and services designed to help meet the unique needs of individual investors. When you partner with The Legend Group and Lincoln Investment, you have access to a wealth of investment planning knowledge. The Lincoln Investment Companies offer a wide spectrum of investment options, professional investment management programs and quality client service through our nationwide network of independent Financial Professionals.

Our history is rooted in the development of products and services for retirement plans, and over the years we have played an influential role in the evolution of the 403(b) retirement plan market.

We foster an atmosphere of innovation, which means we constantly seek to improve our clients experience with investing. We provide you with the tools you need to easily access account information.

Why work with a Financial Professional?

Any investor, of any account size, can benefit from the guidance of a Financial Professional. Forming a partnership with a trusted Financial Professional can help investors to navigate the complex financial markets. Whether you are a beginner or have experience in the industry, The Legend Group can help.

Our Financial Professionals believe crafting an investment strategy is a team effort. They have the skills, knowledge and experience to guide you in creating and implementing an effective plan designed to reflect your unique investment goals. He or she will help you determine your risk tolerance, time horizon and investment objectives, as well as help you choose the appropriate options to help you. Your Financial Professional can meet with you periodically to review your needs and discuss any changes in your financial objectives or situation to ensure you remain on track as your plan progresses.

Helpful Content

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Test Your Estate Strategy Knowledge

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The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

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Important Birthdays Over 50

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Yours, Mine and Ours: Estate Strategies for Second Marriages

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Determine your potential long-term care needs and how long your current assets might last.

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This calculator can help you estimate how much you may need to save for retirement.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Surprises

Making the most of surprises is a great reason to work with us.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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