Plan to Invest... Invest with A Plan
Careful financial planning is more than stocks, bonds and IRAs; and hiring a financial adviser isn’t just for the wealthy. In fact, finding a financial consultant may be even more important for those who want to watch every penny.
Pursuing your financial goals—for the present and the future—depends on solid, unbiased advice; meaningful, timely information and thoughtful research; and easy access to the investments or services that fit your specific needs.
Through a brokerage affiliate arrangement with LPL Financial, Legends Financial Services (a division of Legends Bank) provides customers the opportunity to take advantage of a full range of investment options … while still providing the service that they know and trust. You can be assured that the LPL financial advisors located at Legends Bank are experienced, caring professionals who will work with you, help you understand investments options and fine-tune a plan of action that is tailor-made to your goals and dreams.
Stop by and talk with a Legends Financial Services Consultant about:
- Estate Planning—reduce tax burden and preserve wealth from generation to generation
- Asset Management—Access to mutual funds and individual stocks and
bonds through LPL Financial, a registered Investment Advisor
- Life Insurance—find the policy that protects your loved ones
- Money Market Accounts—set up an emergency fund
- Retirement Planning—design an investment strategy that helps you meet your goals
- Individual Bonds—provide a foundation for your portfolio
- Investment Portfolio Analysis—stay up-to-date on your investments and adjust them as needed
Robin Davis – LPL Financial Advisor and Branch Manager
David Harper – LPL Financial Advisor
You may visit with one of our financial consultants at our downtown office, located at 310 North First Street. You may also call us at 931-648-4419 or go to http://www.legendsinvestments.com to learn more about the wide array of mutual funds, tax deferred annuities, employee benefits, variable life insurance products, stocks and bonds that are available to you.
|NOT FDIC INSURED||MAY LOSE VALUE||NO BANK GUARANTEE||NOT A DEPOSIT||NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY|
Legends Bank is not a registered broker/dealer and is not affiliated with LPL Financial.