top of page

Meet our Advisors

Experienced and diverse our team of advisors is here to help you...

Monthly E-Newsletter

Sign up for our monthly Newsletter for timely information...

Contact Us

Please feel free to contact us with any questions.

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.

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Reviews annual enrollment dates and options for Medicare participants.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

How much would your monthly lease payment be?

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

How much do you need to save each year to meet your long-term financial goals?

Determine whether you should consider refinancing your mortgage.

bottom of page