Success truly is the result of good judgment.
Good judgment is the result of experience,
and experience is often the result of bad judgement!
ANTHONY ROBBINS
The Legend Group is an innovative leader in the retirement planning arena, backed by more than 35 years of industry experience. Our success is the result of a continuing commitment to the people we serve—employees of educational institutions, hospitals and other not-for-profit organizations.
Hello. I'm M J Edgreen, a Registered Representative of Legend Equities Corporation. As a professional investment planner affiliated with Legend, I can guide you in developing and maintaining an investment strategy designed to help achieve your long-term objectives.
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*not affiliated with Legend Equities Corporation
When you partner with Legend, you have access to a wide range of financial resources including:
• Expert guidance
• Comprehensive investment options
• Personal service
• And the comfort and confidence that comes with knowing your investment plan is in place and on track.
Ongoing investment management can make a significant difference, and may provide the opportunity to maximize investment performance. I can help you keep your portfolio positioned strategically and ensure that your investments continue to reflect your goals.
Expert Guidance
Today's investors are well aware of the potential rewards of equity investing. But most people lack the time and expertise necessary to make sound day-to-day investment decisions. That's why many people seek the advice and guidance of a professional financial advisor.
As your retirement advisor, I can guide you in designing an investment plan that reflects where you are and where you want to be. Together we can explore the variety of investment products and services available to you, and select the options that may be best-suited to your goals.
The first step is to determine your financial objectives and assess your tolerance for risk. When your goals for the future are clear, we can then formulate a strategy to help you try to reach them.
Once your investment plan has been implemented, the next step is to track your progress.
Changing market conditions are a given, and over time, your financial situation may change as well. As such, monitoring your investments to ensure your portfolio remains in line with your objectives is important. Periodic adjustments may be recommended in an effort to take advantage of potential opportunities and minimize the effects of market downturns.
We can meet regularly to discuss your financial situation, and to review your portfolio's performance. And, if you should have any questions in between our meetings, I am always just a phone call away.
Investment Solutions
Mutual Funds— A wide variety of mutual funds from many different fund families. As your Advisor, I can guide you in selecting the mutual funds that may be best-suited to your investment objectives.
Annuities — A selection of fixed and variable annuities from the country's most highly rated insurance companies
Legend Advantage Retirement Account — This tax-sheltered account (TSA) enables participants to invest in multiple mutual funds from different fund families in a single 403(b), IRA or Roth IRA account. The Legend Advantage Retirement Account includes a Periodic Rebalancing Option known as PRO. This feature helps investors to maintain a diversified investment portfolio. With PRO, investors specify how assets are to be allocated within their portfolios.
Professional Investment Management Services — Offered through Legend Advisory Corporation, the Strategic Asset Management® SAM® and SAM® Select accounts are professionally managed, dynamic mutual fund asset allocation services that seek to maximize returns while reducing risk. The service features five asset allocation models with objectives ranging from conservative to aggressive.
529 College Savings Plans — This new tax-advantaged college savings vehicle allows for earnings to be treated as tax-deferred until withdrawal. What's more, when funds are withdrawn to pay for qualified expenses associated with higher learning, the account's earnings are federal income tax free.*
Individual Retirement Accounts (IRA)/ Roth IRA
Life, Disability, Long Term Care, Dental and Custom Insurance Programs — Financial planning is more than just investments. Insurance can be a crucial component in the protection of your assets, and your family. I can work with you to assess your insurance needs as a part of your comprehensive financial plan.
Additional Financial Services
Loan Options
Pre-retirement Counseling Services
Estate Planning
Social Security Statement of Earnings
Tax Analysis and W-4 Computations
