Welcome to Frank Legan's site
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.
Stocks, Bonds, and Real Estate prices are near all-time highs, while the economy appears fragile and is relying on Federal support. How do I best
By Frank Legan It’s been just over a year since our world was first rocked by the COVID-19 pandemic, and while it may seem like
By Frank Legan The last year and a half has been packed with volatility—a global pandemic will do that! During times like these (and even
By Frank Legan Financial planning isn’t a cut-and-dried process to figure out a retirement date or calculate how much you need to save. Your life
By Frank Legan I would like to share a tool that we have developed in response to client feedback about their planning experiences. Time after
By Frank Legan The purpose of having a financial plan is so that you can have clarity and confidence about your bigger future, even when
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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