Legs Financial
@legsfinancial.com
Two-lifetime financial planning for families with a loved one with a disability. Fee-only, flat-fee fiduciary in Greensboro, NC, serving the Triad, Triangle, and families nationwide. SNT and ABLE coordination, benefits preservation, ChSNC®.
Legs Financial's Company Logos
Legs Financial's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#0F2440
Blue Zodiac
15, 36, 64
214, 62, 15
77, 44, 0, 75
#000000
Black
0, 0, 0
0, 0, 0
0, 0, 0, 100
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
About Legs Financial
Legs Financial is a fee-only, flat-fee fiduciary financial planning firm based in Greensboro, North Carolina. It serves families in the Triad and Triangle regions, as well as clients nationwide through virtual planning. The firm specializes in two-lifetime financial planning for families supporting a loved one with a disability, and also works with retirees and pre-retirees facing complex tax decisions.
Legs Financial helps families coordinate Special Needs Trusts, ABLE accounts, and public benefits such as SSI, Medicaid, and Disabled Adult Child benefits. Planning may also include trust funding, benefits considerations, successor readiness, a Letter of Intent, and clear roles for trustees, caregivers, and professionals. For retirement clients, services include Roth conversion and withdrawal strategies, Social Security and Medicare timing, and year-round tax planning.
The firm coordinates with clients’ attorneys, CPAs, trustees, and benefits counselors so financial, tax, and estate strategies work together. It does not draft legal documents, prepare tax returns, or apply for benefits. Fees are based on planning complexity rather than portfolio size; the firm earns no commissions.
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