The Legend Group is a financial consulting services provider offering solutions for our clients for over 50 years. Through Lincoln Investment, our Financial Professionals provide a wide variety of products to our clients with personalized service and attention. Our Financial Professionals can help make investing easier. Our history in the industry provides our clients with access to valuable experience. We foster an atmosphere of innovation, which means we constantly seek to improve our clients’ experience with investing.
We proudly serve clients from our offices in Ohio, Kentucky, Maine, Missouri, New York, Tennessee, and Wisconsin.
Newsletters
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Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.
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Retirement Savings: Traditional, Roth, or Both?
How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?
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Coping with a Labor Shortage
As small businesses struggle to recruit and retain employees in a tight job market, these tips may help owners meet staffing needs.
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Retirement Plans for the Self-Employed Dangle Tax Benefits
Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.