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Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net
Legs Financial is a fee-only, fiduciary financial planning firm registered in North Carolina. We coordinate with your CPA and attorney; we do not prepare tax returns or draft legal documents. Outcomes are not guaranteed. We are not affiliated with the Social Security Administration or Medicare. All articles and materials on this site are for informational purposes only and do not constitute personalized investment, tax, or legal advice.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.