The Legend Group of Arizona, James Leos Agency

James J. Leos, Registered Principal, Financial Advisor, Legend Equities Corporation

 

James Leos has been working in the field as a Full-Service Financial Advisor for 20 plus years. His experience in the field of financial advising in combination with his passion for his service and customers creates a service like no other in the field of investments. If you are seeking financial advice in any form, contact James Leos for a free consultation. If you have any questions or concerns regarding financial advising please do not hesitate to consult James Leos. As a full service financial advisor, James will be happy to assist you with any of investments questions.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Life Insurance

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

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Car Affordability

How much can you afford to pay for a car?

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Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Exchange-Traded Funds: In a Class by Themselves

In 2010, the combined assets of the nation's ETFs topped more than $800 billion. ETFs are unique investments that share some similarities with mutual funds but trade like stocks. ETFs have some appealing characteristics, including trading flexibility, potentially lower expense ratios, tax efficiency, and diversification.

New Rules Are in the Cards

In 2010, the federal government issued a dizzying array of rules and reforms affecting consumer credit cards, debit cards, and gift cards. This article explains some of the important developments resulting from enactment of the Credit Card Accountability, Responsibility and Disclosure Act of 2009.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

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