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The Legacy Group
The Legacy Group
at Morgan Stanley Smith Barney
Consulting Group
4300 East 53rd Street
Davenport, IA 52807
tel: 563-344-4300
toll free: 800-553-1871
fax: 563-344-4356
Email Us
Welcome Meet Our Group Services
Welcome

Mission Statement

We focus on retirement planning for our clients.  Our team has the knowledge and experience to provide strategies to help clients answer two crucial questions; can I achieve my financial goals and what blindspots may alter my plans?
Services
  • Professional Portfolio Management
  • Wealth Management
  • Education Planning
  • Investment Policy Statements
  • 401k Rollovers
  • Defined Contribution Plans
  • Insurance Services
Bulletin Board
  • See Special Reports for the July On the Markets featuring "Where's the Recession"? The question seems almost silly, given that we're not quite out of the current recession. But the coming global recovery could be a long one, says Jeff Applegate and Charles Reinhard, chief investment officer and senior investment strategist, respectively, of Morgan Stanley Smith Barney. That also means the global stock market rally that began in March could become a multiyear bull market.
  • You've spent a lifetime earning your right to enjoy retirement. If the current markets have you concerned that you may not have done enough, we can help. Contact us today to schedule a retirement review, and see Built to Last? The Retirement Cash Flow and the New Longevity in the Brochures section of this site for important planning considerations.
  • You can access your investment accounts by clicking on Your Portfolio on the right-hand side of this page.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Creating a Legacy With Your IRA (pdf)

On the Markets (pdf)
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Morgan Stanley Smith Barney
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