Jim Mustard

For over 45 years, The Legend Group® has been helping investors to work toward their financial goals.

Legend is a full-service investment planning firm offering a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments. When you partner with Legend, you receive professional and personal service.

Hello. I'm Jim Mustard. As a Legend Group financial adviser, I can guide you in developing and maintaining an investment strategy designed to reflect your long-term objectives by:



  • Analyzing your financial situation
  • Selecting appropriate investments
  • Helping you develop a retirement income plan
  • Providing educational materials to help increase your financial awareness
  • Answering your questions and responding to your concerns


Ongoing investment management can make a significant difference and may provide the opportunity to maximize investment performance. I can help you keep your portfolio positioned strategically and ensure that your investments continue to reflect your goals.
Calculators

Credit Card Debt

How Long Will It Take to Pay my Balance?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Lease Interest

What's the interest rate on the lease you're considering?

Car Affordability

How much can you afford to pay for a car?

More Calculators →

Newsletters

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

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