TIME TO

PLAN

Hi. Thanks for stopping by. Financial planning is about much more than investing decisions. It's about organizing all of the interwoven parts of your financial household so they work together to achieve your goals. That's where I come in. I am a full-service CERTIFIED FINANCIAL PLANNER™ practitioner, helping you with investment management and holistic financial planning. 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
Free
 

Park City, Utah and the Wasatch Back

​Tel: 435-214-1000

info@jeffelliottfinancial.com

  • Facebook
  • LinkedIn
Contact Us 
We never share or sell your info.

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®

All investing is subject to risk, including the possible loss of the money you invest. Be aware that fluctuations in the financial markets and other factors may cause declines in the value of your account. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income.  Legacy Financial Planning LLC dba Jeff Elliott, CFP® does not provide legal or tax advice. Before making any decisions with legal or tax implications, you should contact your legal and/or tax professional.

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.

Disclosures