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Jeff Elliott CFP®

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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.

© 2023 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.

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