Legs Financial, LLC offers financial planning and investment management services. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, investment analysis, retirement planning, risk management, tax planning, and special needs planning. Investment management is available to financial planning clients at no additional charge. Legs Financial does not have a minimum account size.
Assets Under ManagementN/A
Clients2
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management
Investment management services are only available to clients participating in ongoing financial planning and are offered at no additional charge.
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