Jeff Elliott, CFP®, is an independent financial planning and investment advisory practice operated by Legacy Financial Planning LLC. Serving clients in Lakeway, the Austin metropolitan area, and across the United States where permitted by law, the firm offers comprehensive planning and investment services through a personal, relationship-focused approach. Clients work directly with Jeff, from the initial discovery call through ongoing portfolio adjustments. To provide focused attention, he intentionally limits the practice to no more than fifty households.

Planning begins with each client’s values and goals, then develops into a practical strategy addressing cash flow, taxes, investing, and retirement. Advice is delivered in plain English and provided on a fee-only, fiduciary basis without commissions. The firm’s services include financial planning and investment advisory support tailored to clients’ circumstances. Jeff Elliott, CFP®, is an independent Registered Investment Adviser firm representative and a Certified Financial Planner practitioner. The practice does not provide legal or tax advice, and clients are encouraged to consult appropriate professionals about decisions with legal or tax implications.