Working alongside you, for your shared client.
A fee-only, flat-fee fiduciary planning practice in Greensboro, NC, built around coordination with the other professionals in a family’s life.
How we coordinate
We don’t compete with the work you do. We do the financial planning that sits between filings, drafts, and meetings: modeling, timing, and execution that helps your work land the way it was meant to.
Our process assumes other professionals are already in the picture:
- We schedule around your timing when needed, whether that’s an estate plan signing, a tax extension, or a benefits application
- We share modeling and analysis directly with you when it helps your work
- We do not duplicate or override what you have already prepared
- We document decisions clearly so your file matches ours
Communication preferences are the family’s call. Some clients invite every professional into shared planning. Others want separate workstreams with us as the coordinating point.
Where a planner fits
An attorney drafting a Special Needs Trust
The trust language is half the work. The other half is funding strategy, beneficiary designations, distribution standards, and how the SNT coordinates with ABLE, SSI, Medicaid, and DAC. We handle that side and help keep the trustee role workable across the beneficiary’s lifetime.
A CPA managing a complex tax picture
Roth conversions, IRMAA management, equity compensation, charitable giving, retirement income sequencing, business sale planning. We do the multi-year tax modeling and bring you the recommended action. You handle the filings and your usual tax counsel.
A benefits counselor or care manager
SSI and Medicaid eligibility planning intersects with trust structure, ABLE contributions, DAC eligibility, and asset titling. We handle the financial side to help keep your eligibility work clean.
What we don’t do
We coordinate; we do not replace. We do not:
- Draft trust documents, wills, or any legal instruments
- Prepare or file tax returns
- Provide legal opinions
- Apply for benefits on a family’s behalf
- Sell insurance or investment products
Your role and ours stay in their respective lanes. That is by design.
Firm basics
- Fee-only, flat-fee fiduciary practice
- Fee based on planning complexity, not portfolio size: no AUM minimums or maximums
- Michael A. Davis holds the CERTIFIED FINANCIAL PLANNER® certification, also called CFP® certification. He also holds the Chartered Special Needs Consultant® (ChSNC®) and Retirement Income Certified Professional® (RICP®) designations.
- North Carolina-registered investment adviser
- Based in Greensboro, serving families across North Carolina, in person in the Triad and Triangle or virtually
Talking through a shared client
For a 20 to 30 minute call about a specific family or how we typically coordinate, reach out directly.
hello@legsfinancial.com · 336-265-6252
Schedule a call