Disclosure
Legacy Financial Strategies, LLC (“Legacy”) is a SEC registered adviser located in Overland Park, Kansas. Registration as an investment adviser does not imply a certain level of skill or training. The information provided is for informational purposes only and should not be considered investment, tax, or legal advice. For more information about our services, fees, and disclosures, please refer to our Form ADV at www.adviserinfo.sec.gov.
Rates of return and investment results are not guaranteed. Past performance is not indicative of future results. All investments involve risk, including possible loss of principal. Any projections or examples provided are hypothetical and for informational purposes only. Actual results may differ based on market conditions and individual circumstances.
CFP® – CERTIFIED FINANCIAL PLANNER®
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Legacy Financial Strategies, LLC is not affiliated with or endorsed by the CFP Board.
AAMS® – Accredited Asset Management SpecialistSM
The AAMS® and Accredited Asset Management Specialist℠ designations are professional certifications granted by the College for Financial Planning®—a Kaplan Company—to individuals who successfully complete the program’s coursework and continuing education requirements. Legacy Financial Strategies, LLC is not affiliated with or endorsed by the College for Financial Planning® or Kaplan.
APMA® – Accredited Portfolio Management AdvisorSM
The APMA® and Accredited Portfolio Management Advisor℠ designations are professional certifications granted by the College for Financial Planning®—a Kaplan Company—to individuals who successfully complete the program’s coursework and continuing education requirements. Legacy Financial Strategies, LLC is not affiliated with or endorsed by the College for Financial Planning® or Kaplan.
CRPC® – Chartered Retirement Planning CounselorSM
The CRPC® and Chartered Retirement Planning Counselor℠ designations are professional certifications granted by the College for Financial Planning®—a Kaplan Company—to individuals who successfully complete the program’s coursework and continuing education requirements. Legacy Financial Strategies, LLC is not affiliated with or endorsed by the College for Financial Planning® or Kaplan.
CDFA® – Certified Divorce Financial Analyst®
The CDFA® and Certified Divorce Financial Analyst® marks are the property of the Institute for Divorce Financial Analysts (“IDFA”), which awards the certification to individuals who successfully complete the program requirements, including education, examination, and continuing education. Legacy Financial Strategies, LLC is not affiliated with or endorsed by the Institute for Divorce Financial Analysts.
AIF® Marks Disclosure
The ACCREDITED INVESTMENT FIDUCIARY® (AIF®) designation is a professional certification granted by Fi360, a Broadridge Company, to individuals who successfully complete the program’s requirements, including coursework, examination, and ongoing continuing education. Legacy Financial Strategies, LLC is not affiliated with or endorsed by Fi360 or Broadridge.
CBVS – Certified Business Valuation Specialist
The Certified Business Valuation Specialist (CBVS) designation is granted by the Business Valuation Institute to individuals who successfully complete the program’s education, examination, experience, and continuing education requirements. Legacy Financial Strategies, LLC is not affiliated with or endorsed by the Business Valuation Institute.
EA – ENROLLED AGENT
An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.
Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.
