Hi. Thanks for stopping by.  The fact that you are ambitious enough to look for ways to improve your financial health is the greatest step in achieving your goals. Financial planning is about much more than Wall Street. It's about organizing all the interwoven parts of your financial household so they work for you to achieve your dreams. That's where I come in. I am a full-service CERTIFIED FINANCIAL PLANNER™ practitioner, helping you with much more than investments. Most importantly, I am completely independent and work for you and you alone.

Find out why you should only work with an independent CFP® professional.

This is not a sales pitch. It's a chance for you to get to know Jeff and ask questions about his services and fees without pressure or obligation. He will begin the finan...
Initial Appointment
30 min

​Tel: 435-214-1000​


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Legacy Financial Planning LLC dba Jeff Elliott, CFP®  is an independent Registered Investment Adviser Firm.

© 2020 by Legacy Financial Planning LLC dba Jeff Elliott, CFP®

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.