Frank Legan Group at SEIA

09/07/2026

Today, we’re taking time to appreciate the dedication and effort that goes into building a career, supporting a family, and contributing to the communities we call home.

We hope you have a chance to slow down and enjoy the long weekend. Happy Labor Day!

09/04/2026

At Frank Legan Group at SEIA, our team works with you to keep abreast of your life changes so your portfolio helps reflect your current investment strategy and works with your overall wealth management plan.

Together, we carefully and thoroughly identify your goals, thereby helping to ensure your plan is uniquely relevant to your situation and financial outlook. We can also review investments you may already have, such as your 401 (k) plan, and make recommendations so that all of your investments are co...

09/03/2026

A client recently sent me a portfolio email, thorough, formal, and missing the person I knew on the other end. Turns out, they'd fed their numbers into an AI tool and forwarded the result.

I'm not against AI. I use it myself, and I tell clients to as well, it's a great way to clarify thinking before a real conversation. But there's a difference between a tool that helps you think and one that thinks for you.

AI can model a mortgage payoff or project a retirement account 30 years out. What it can't do is know why the math isn't always the point, or when the optimal answer isn't the right one for the person living with it.

In my new piece for Kiplinger, I write about where AI genuinely helps in financial planning, and where a human adviser still plays an important role.

Read here: https://www.kiplinger.com/retirement/retirement-planning/ai-can-build-a-budget-but-you-still-need-the-human-touch


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AI can clarify information, but for key financial decisions, here's why it shouldn't replace an adviser who knows your family, your history and your values.

09/02/2026

If you have a well-designed financial plan, market volatility doesn’t necessarily require a dramatic response. In many cases, the most productive course of action is to remain focused on your long-term goals rather than react to short-term market movements.

Here are several principles that can help you navigate periods of market volatility with greater confidence and perspective.
https://franklegan.com/market-volatility-a-reality-check-for-the-long-term-investor/

08/31/2026

Financial planning works best when it reflects what you actually care about.

More time with family. Travel. Retirement dreams.

When your money aligns with your values, staying committed to the plan becomes easier, even when markets get bumpy.

Building meaningful relationships with clients is about more than just numbers. In my latest LinkedIn article, I share how professional intimacy helps align financial plans with life goals, fostering trust and long-term success. Read More

08/28/2026

I've always believed the best financial advice comes from listening first. That's what I try to do with every client, and it's what I try to do with every article I write for Kiplinger.

Kiplinger just named me an Adviser Intel contributor, a designation reserved for a small group of fiduciary financial professionals chosen by their editors. It means something to me because the questions I write about are shaped by real experiences. They are inspired by conversations with clients: the guilt around spending money they've spent decades saving, the anxiety that comes with sudden complexity, the gap between knowing what to do and actually doing it.

Kiplinger gives me the chance to reach people who are asking those same questions every day. My hope with every piece is that they feel a little less alone in the decision and a little more confident about the path forward.

Read more: https://franklegan.com/frank-legan-named-a-kiplinger-adviser-intel-contributor/

Cleveland financial adviser named to Kiplinger’s invitation-only Adviser Intel network after three years as a top-performing contributor CLEVELAND, August 7th, 2026 — Frank J. Legan, Partner and Financial Advisor at Signature Estate & Investment Advisors (SEIA), has been named a Kiplinger Advise...

08/28/2026

August is a great time for a quick financial detox. You can read our thoughts on cutting the clutter here.

Sometimes the biggest financial shifts start with small, intentional steps. Cutting out what no longer serves you–whether it’s unused subscriptions or impulse spending–can bring clarity and confidence to your financial future. What’s one habit that’s helped you stay on track? Read More

08/26/2026

Financial decisions can feel hollow when the conversations only focus on markets and products.

That’s why our philosophy is built around the person behind the portfolio.

A SEIA Partner

08/24/2026

How can families make their vacations memorable for the right reasons without compromising their finances?

Here are a few strategies.
https://franklegan.com/the-financial-reality-of-family-vacations-balancing-joy-and-financial-responsibility/

08/21/2026

Scammers rely on speed to cloud your judgment. We always encourage our clients to call us first. It is much easier to assess a situation clearly when you talk it through with a partner who knows your history.

October is Cybersecurity Awareness Month, a reminder that real protection starts with awareness, not just technology. In my latest article, I share how simple habits like slowing down and checking in can prevent costly mistakes. How do you stay alert when something feels off? Read More