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​Tel: 435-214-1000​

Lakeway, Texas and the Austin Metropolitan Area

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DO NOT share sensitive personal information (e.g. account numbers, Social Security numbers, etc.) using this form.

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

© 2025 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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