Welcome to Frank Legan's site


Economic & Market Updates

Ways to Avoid Capital Gains Tax

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,

Unique Story

Why I Became a Financial Advisor

By Frank Legan People choose their respective careers for many reasons, whether it’s potential for advancement, a desire to use their skills in a specific

Economic & Market Updates

July 2020 Economic & Market Update Webinar

What Just Happened and Where Do We Go From Here? Please join Frank Legan for a special economic and market update. Frank will be interviewing


June 2020 Update

Frank provide his unique perspectives for the month of June 2020.

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.