Frank Legan Group at SEIA
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?
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.
If you’re earning more but still writing bigger checks to the IRS each year, you’re not alone. 2026 brings new rules and new opportunities—but only if you plan ahead. Explore practical tax-efficient strategies designed to help affluent families keep more of what they’ve worked hard to build.
A new year doesn’t always call for reinvention. Sometimes it calls for honesty about what’s working and the freedom to stop chasing what no longer