Frank Legan Group at SEIA

10/16/2026

Have you been putting off your financial planning? You’re not alone. The good news is that taking the first step today can help put you back in control.

Here are 5 reasons why starting sooner rather than later can make a big difference.
https://franklegan.com/5-risks-of-putting-off-financial-planning/

10/14/2026

Emotions can strongly impact your finances, even when you’re trying to be rational. From impulse spending to panic during market swings, your money scripts influence decisions more than you might realize.

https://franklegan.com/5-risks-of-putting-off-financial-planning/

10/12/2026

Does your financial plan reflect your personal goals, values, and aspirations?

At Frank Legan Group at SEIA, our process helps you actively participate in the planning experience. We can create a plan that’s practical, adaptable, and consistent.

Cultivate Today Our Planning Methodology Whether you come into our planning process as an individual, a family or a company, our Cultivate Today Methodology celebrates you as the central figure in your planning journey. This methodology inherently asks you to participate in the design of your future...

10/09/2026

Your retirement plan should be as unique as you are, not a standard template used by everyone.

To prevent a reliance on benchmarks, I compiled some recommendations to help you focus on your personal financial situation instead of generic retirement models.

Is your financial situation different from the norm? Avoid cookie-cutter advisors and get a customized plan today!

10/07/2026

Signature Estate & Investment Advisors, LLC (SEIA) is hiring an Associate Advisor to join my team in Cleveland.

Good financial planning starts with real relationships. In this early-career role, you’ll work closely with our team while gaining hands-on experience with clients, including investment reviews, retirement planning, and estate planning.

Candidates must have FINRA Series 7 and 66 licenses and be enrolled in CFP study coursework.

If this sounds like you, or someone you know, apply here:

09/30/2026

Having a seasoned financial professional by your side can greatly impact how accurately your business’s value is assessed. Let us guide you through the process for a valuation of your business.

Accurately determine the valuation of your business. SEIA has offices in Cleveland, OH, Harper Woods, MI & Bethlehem, PA.

09/28/2026

There's always something happening in the markets that feels like it needs a reaction. A headline, a swing, a report that seems significant in the moment. Most of the time, it isn't. In my latest article, I reflect on why some of the strongest financial decisions come from resisting that pull. When something feels urgent, how do you decide whether it actually is?

There's always something happening in the markets that feels like it needs a reaction. A headline, a swing, a report that seems significant in the moment. Most of the time, it isn't. In my latest article, I reflect on why some of the strongest financial decisions come from resisting that pull. When....

09/28/2026

It’s our goal to help our clients create a plan for their financial future that helps them enjoy more confidence and stability. If you need help with retirement planning, investment management, and financial planning, please contact our office today.

A SEIA Partner

09/25/2026

A friend once got a 2:00 a.m. call. His dad had wandered out of the house, confused, holding a golf club and a ball retriever. That moment changed everything for their family.

Caring for aging parents often starts suddenly. I’ve worked with many clients raising kids, managing careers, and navigating care decisions all at once. The emotional and financial strain can be intense.

There’s no perfect solution, but early conversations and some structure can ease the burden.
https://franklegan.com/caring-for-aging-parents/

09/23/2026

Believe it or not, there are more tax rules to consider in retirement than there are when you’re working. And each decision you make affects more decisions—like a domino effect.

Retirement asset withdrawal strategies to create a stable financial future. Frank Legan is a financial advisor based in Cleveland, OH.