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.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
You’ve made investments your whole life. Work with us to help make the most of them.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
What does the Tax Reform and Jobs Act mean for you?
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Gaining a better understanding of municipal bonds makes more sense than ever.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Why are 401(k) plans, annuities, and IRAs so popular?
The market is as unpredictable as the weather. We’d love to help you prepare.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Here is a quick history of the Federal Reserve and an overview of what it does.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
In the world of finance, the effects of the "confidence gap" can be especially apparent.