Legs Financial
Legs Financial is a flat-fee fiduciary financial planning firm based in Greensboro, NC, led by Michael Davis, CFP® ChSNC®. We specialize in tax-focused retirement planning and special needs financial planning, helping families with Roth conversions, tax-efficient retirement income, Social Security planning, and long-term planning for loved ones with disabilities across the Triad, Triangle, and virtually nationwide. We coordinate your tax strategy, estate planning, and investments, and manage the behind-the-scenes execution that many families miss all for one transparent flat fee. No commissions. No hidden incentives. Just clear, fiduciary advice. We carry the heavy pack so you can enjoy the view.
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