Frank Legan Group at SEIA

Are You Playing the Right Position in This Season of Your Life?

Spring training is a time for honest evaluation. Players compete for positions, and coaches decide where each person best serves the team.

In my latest article, I reflect on how financial planning requires the same kind of clarity as life evolves. What role are you playing in this stage of your life?

Read More

Share This Post

About Frank Legan

frank-legan-bio

Frank Legan is a Cleveland-based author, and Financial Advisor with SEIA. Frank spends his days designing and implementing personalized financial planning strategies for  corporate executives, business owners, artists, families and retirees. He focuses on lifetime income planning strategies, investment advice, and estate planning services. He also works with businesses to develop strategic and succession planning strategies. 

Frank holds a B.A. from the University of Dayton and a master’s degree from Cleveland  State University. Frank has been in the wealth management business for over 20 years, maintaining a successful independent private practice. 

Frank has been active in his community as he served four terms as a Council Representative at Large for the City of Highland Heights. He is also a former Board Member and Emeritus Chairman for Catholic Charities Diocese of Cleveland.

More from Frank Legan
Three generations of a family standing together around an outdoor table with food, including grandparents, parents, and a young child.
Insights

5 Estate Planning Mistakes Even Wealthy Families Make

Even the most prosperous families can overlook key details that impact their legacy. Explore 5 estate planning mistakes that often go unnoticed, and how to help avoid them before they become costly surprises.