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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
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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 November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
  • 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.
*Includes years at Smith Barney, affiliates and predecessor firms.
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

The Case for Global Equity Diversification 2009 (pdf)

On the Markets (pdf)
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