Defining Legacy Financial Advisors Llc
Financial Service
Why pick this one
Defining Legacy Financial Advisors provides fee-only planning with no investment minimums and specializes in retirement and family legacy planning.
Best for
- Retirees planning Social Security, Medicare, healthcare costs, and Required Minimum Distributions
- Growing families needing budgeting, debt, insurance, and education planning
- Families coordinating finances across generations
- Clients seeking fee-only fiduciary financial advice
- Clients who want ongoing plan reviews and adjustments
Look elsewhere if
- Clients specifically seeking commission-based financial product sales
- Clients seeking emergency or immediate-response financial services
Specialties
- retirement planning
- Social Security planning
- Medicare planning
- Required Minimum Distribution planning
- investment portfolio management
- estate planning and legacy planning
- budgeting and debt planning
- insurance selection
- tax strategy planning
- family financial coordination
Certifications
- CERTIFIED FINANCIAL PLANNER™ professional
- fiduciary
What makes them different
- Fee-only financial advice
- No investment minimums
- Pricing based on financial complexity, including net worth and income
- Matt Johnson has been a CFP® professional since March 2011
- Matt Johnson previously managed nearly $500 million across nearly 200 client households
- Serves
- Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 7 Corporate Center Ct Ste B, Greensboro, NC 27408-3839
- Phone
- 13365422019
- Website
- http://www.defininglegacyadvisors.com
Services
- financial planning
- retirement planning
- investment management
- budgeting advice
- estate planning
- insurance planning
- tax strategies