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Disclosures and Terms of Use

Before using this website, you should read the following terms and conditions carefully. If you use this website, you agree to be bound by these terms and conditions which can be amended at any time. This website is for informational purposes only. This website does not constitute an offer to sell, a solicitation to buy, or recommendation for any security, or as an offer to provide advisory or other services by Legacy Financial Planning LLC dba Jeff Elliott, CFP® in any jurisdiction in which such offer, solicitation, purchase or sale would be prohibited by applicable law. Legacy Financial Planning LLC 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. Legacy Financial Planning LLC is a state Registered Investment Adviser. For more information about Legacy Financial Planning LLC, please contact us for a free disclosure brochure. Additional information about Legacy Financial Planning LLC is available on the SEC’s website at (the CRD number for Legacy Financial Planning LLC is 172781). 


Disclaimer of Warranty and Limitation of Liability

The information on this website is provided "as is". Legacy Financial Planning LLC does not, either expressly or by implication, warrant the validity, accuracy, completeness, suitability, or timeliness of the information provided herein or by any unaffiliated third party or by any link to a third party and expressly disclaims any warranties of merchantability or fitness for a particular purpose. Neither Legacy Financial Planning LLC, nor any of its officers, members, employees, affiliates, or third party vendors will be liable for any loss or damage, of any kind or nature, that could result from your action taken based on the information contained in this website and/or resulting from the act or omission of any other party involved in making this website or the information contained herein. Legacy Financial Planning LLC expressly disclaims all liability in respect to actions taken based on any or all of the information on this website and/or from third parties and/or from links to third parties.

Use of Links

Leaving this website by using any links contained herein is at your own risk. Legacy Financial Planning LLC has not reviewed, developed, checked for accuracy, or checked the security of any content of any link contained herein. Legacy Financial Planning LLC shall not be liable for and makes no guarantees or representations, without limitation, as to the subject matter, accuracy, timeliness, or quality of any content delivered by any third party and/or third party website. Legacy Financial Planning LLC is not responsible for damages or losses caused by any defects or omissions that may exist in the content, information, or other services provided in such website and/or third party.


Legacy Financial Planning LLC owns this website, and you agree to use this website and its content for personal, non-commercial use only. If you download and/or display any information from this website, you agree to retain all copyright and/or proprietary notices contained on said information.


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.

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