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6111 Tidewater Island Cir
Ft Myers, FL 33908

Phone:

239-738-3638

Fax:

866-232-4003

E-mail:

Calculators

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Contact Us

Please feel free to contact us with any questions.

Videos

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For over 50 years, The Legend Group® has been helping investors to work toward their financial goals.

Legend is a full-service investment planning firm offering, through Lincoln Investment, 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 will receive professional and personal service.

Hello. My name is Antonio Fernandez. As a Legend Group financial professional, I can guide you in developing and maintaining an investment strategy designed to reflect your long-term objectives by:

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 help your investments continue to reflect your goals.

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Use this calculator to estimate how much income and savings you may need in retirement.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

How much life insurance would you need to produce a sufficient income stream for your family?

Will you be able to afford nursing home care?

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