Frank Legan Group at SEIA
The holiday season tends to spark generosity, but the most meaningful gifts rarely start with numbers. They start with what we value and how we want to support the people in our lives.
In my latest article, I explore why giving feels more fulfilling when it aligns with who you are. What does meaningful generosity look like for you this time of year?
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.
By Frank Legan You may have heard the saying, “If you fail to plan, you plan to fail.” When it comes to your finances, that
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