At Frank Legan Advisors, we believe in a holistic and calm approach to planning, wealth preservation and creation.
As a member of the Cedar Brook community, our mission was to overcome a prevailing challenge facing families who wished to plan for and manage their financial affairs. Our industry leads consumers to view planning through a filter of numbers first and foremost.
These number-centric conversations are so hollow it becomes tough to get grounded about what makes sense for you personally. How can a plan truly serve you if it’s developed in a vacuum of context? We believe the solution lies in a philosophy and an approach that we’ve coined The Humanity FactorTM.
Anyone can chase return or give technical advice. In contrast, The Humanity Factor is about learning who you are as an individual, husband, wife or parent; as a leader, mentor or philanthropist.
By Frank Legan Chuck Norris once said, “Between income taxes and employment taxes, capital gains taxes, estate taxes, corporate taxes, property taxes, Social Security taxes,
By Frank Legan If we were to fast forward to the year 2024, what would need to happen between now and then for you to
By Frank Legan With 2020 finally behind us and 2021 underway, we’re still feeling the daily effects of the coronavirus pandemic and its far-reaching implications.
We held a webinar on Thursday, Dec. 10th about the post-election/year-end market dynamics. I was joined by Gary Miller, CFA and Founding Principal of Frontier
By Frank Legan When you seek out a professional to help you with your finances, you want someone who helps you find clarity, not more
By Frank Legan Financial planning is a lifelong process, not a one-time event. With thousands of financial advisors vying for your attention, how do you
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We realize that Covid-19 is a changing, fluid situation. At this time, we are not seeing clients or prospects in the office for meetings. However, our team is in the office daily, and we can make arrangements to meet you in the lobby/atrium if you need to drop off or pick up anything from us. If you absolutely need to meet with us in the office, we can work with you to make that possible.
