Legacy Financial Strategies, LLC (“Legacy”) is a Registered Investment Advisor firm with the Securities and Exchange Commission with offices in Leawood, Kansas and Topeka, Kansas. Legacy’s website is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Legacy’s website on the Internet should not be construed by any consumer and/or prospective client as Legacy’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Legacy with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased), or product made reference to directly or indirectly on this website, or indirectly via link to any unaffiliated third-party website, will be profitable or equal to corresponding indicated performance levels. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this website serves as the receipt of, or a substitute for, personalized individual advice from the advisor or any other investment professional. Diversification does not protect against loss in a declining market. ETF’s, Mutual Funds, and Variable Annuities are subject to risks similar to those of stocks, such as market risk, and investors that have their funds invest in accordance with the portfolios may experience losses. The use of leverage by a fund increases the risk to the fund. The more a fund invests in leveraged instruments, the more the leverage will magnify gains or losses on those investments. The value of an investment and the return on invested capital will fluctuate over time and, when sold or redeemed, may be worth less than its original cost. Additionally, fixed income (bond) ETFs/Mutual Funds or Variable Annuities containing these instruments are subject to interest rate risk which is the risk that debt securities in a portfolio will decline in value because of increases in market interest rates. Investments in foreign investments may incur greater risks than domestic investments. For information pertaining to the registration status of Legacy, please go to the SEC website at www.iapd.com.
Certified Financial Planner™ (CFP®): The CFP® certification is a voluntary certification that requires course study and the passing of an examination to attain, and ongoing continuing education thereafter. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. To attain the right to use the CFP® marks, an individual must satisfactorily fulfill requirements in the following areas: education, examination, experience, and ethics. CFP® professionals who fail to comply with specific standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP® certification.
Five Star Professional and the Five Star Wealth Management Award: Five Star Professional is a third-party research firm that administers a survey, by mail and phone, to high-net-worth households and registered financial services representatives to evaluate wealth managers in a metropolitan area (for purposes of LFS’s awards, that metropolitan area is Kansas City, Kansas). The evaluation is based on certain criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determines the final list of “Five Star Wealth Managers” scoring highest in overall satisfaction and representing less than 4% of the wealth managers in the metropolitan area. Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers. Only wealth managers with more than five years of experience in the financial services industry are considered. The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client’s experience. The Five Star Wealth Management award is not indicative of the wealth manager’s future performance and the inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement or testimonial of the wealth manager by Five Star Professional. Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future.
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