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.
Try our new questionnaire that allows you to benchmark your advisor experience not just your assets. Once you have your score, we provide tools and exercises to increase your awareness about how you may wish to broaden your planning experience.
By Frank Legan It certainly seems like we are in a period of a great reset. The invasion of Ukraine is changing the geopolitical landscape,
By Frank Legan Most people only think about taxes when it’s time to file their annual returns. But for people whose income varies, such as
By Frank Legan It’s not an easy decision to find a professional you can trust to help you navigate your financial worries and hopes. Whatever
Please join Frank Legan for a Special Economic and Market Update. Inflation, Ukraine, and Asset Prices. The Global Outlook – Where do we go from
By Dayna Smith Sometimes our career journeys look less like a straight line and more like a winding road, but they get us to the
By Frank Legan, Co-Author Dayna Smith Tax season can be stressful and frustrating even in the best of times; factor in two years full of
Each client’s circumstances and outcomes are unique. Testimonials or endorsements do not reflect a typical client and client results are not indicative of a guarantee of investment performance or financial outcomes. Reviews left on this website or third-party websites may or may not be current clients of our firm. The firm did not offer compensation in exchange for reviews or endorsements. Past performance does not guarantee future results.
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