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Initial Appointment

30 min
Free
Phone Meeting

Service Description

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 financial planning process by asking about your current situation and your wishes for the future. This initial meeting is free and usually lasts about 30 minutes.


Cancellation Policy

For cancellations, please contact us at least 48 hours in advance.


Contact Details

+ 435-214-1000

jeff@jeffelliottfinancial.com


​Tel: 435-214-1000​

Lakeway, Texas and the Austin Metropolitan Area

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

© 2024 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. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Disclosures

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