Mountains in Clouds

How I Can Help You...

Your financial advisor should help you with much more than investments.

Retirement Planning

  • Retirement Needs Calculation

  • IRA Contributions

  • Employer plans- 401k, 403b, Pension Plans

  • Self-employed Retirement Plans

  • Social Security & Medicare Planning

  • Retirement Withdrawal Strategies

Investment Planning

  • Comprehensive Risk Assessment & Investment Time Horizon

  • Portfolio Review

  • Asset Allocation & Risk Alignment

  • Dollar Cost Averaging

  • Withdrawal Strategies

  • Real Estate Investment Analysis

Budgeting & Cash Flow

  • Household Cash Flow Planning

  • Debt Management

  • Emergency Funding

  • One-time Large Expenses

Income Tax Planning*

  • Tax Deferral Strategies

  • Deductions & Credits

  • Roth Conversions

  • Realized Gains

  • Tax Loss Harvesting

Risk Management & Insurances

  • Life & Disability Insurance Needs Analysis

  • Property & Liability Insurance Review

  • Long Term Care Planning

College Savings

  • College Expense Planning

  • 529, ESA, and UTMA Plans

  • Savings Plan Investment Management

Estate Planning*

  • Estate Plan Review: Wills, Trusts, Power of Attorney, Medical Directive

  • Account Beneficiary Designations

  • Estate Tax Planning

  • Charitable Giving

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* Coordinate with other professionals such as attorneys and accountants. Legacy Financial Planning LLC does not provide legal, tax, or accounting advice.

Park City, Utah and the Wasatch Back

​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®

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.