From our home base of Greensboro, NC, we provide in-person service to the Triad and Triangle areas, and virtual consultations wherever you reside.

Mike Davis is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Chartered Special Needs Consultant (ChSNC®) with over 15 years experience in the financial industry. Mike is dedicated to providing comprehensive financial planning to families with special needs and working professionals with children. As the founder of Legs Financial, Mike is passionate about empowering families to achieve financial security and peace of mind.

Mike's journey into special needs financial planning was inspired by his personal experiences and a deep-seated desire to make a difference. Witnessing the positive impact his daughters had working with organizations serving the special needs community and then personally getting involved with Abilities Tennis (atanc.org) ignited a passion to combine his financial expertise with a commitment to serve. 

There are many unique challenges and opportunities faced by families with special needs and Mike is dedicated to providing compassionate, personalized guidance to help them navigate the complexities of financial planning and secure a brighter future for them.

Originally from Michigan, Mike and his wife Carly moved to North Carolina in 2003 and now call Greensboro home with their daughters Sophie and Ashlyn, their dog Scarlett and cat Saffron. In his leisure time, Mike enjoys theater, playing tennis, hiking, kayaking, and dabbling in pickleball.

Mike holds a Bachelor of Arts in Physics from Wayne State University in Detroit where he also played collegiate tennis for the Warriors.

 

 

 

 

Firm Description

Lifting families. Looking forward. Living free.

• Lifting families
  • Lifting families encapsulates the transformative power of financial planning in empowering families to overcome challenges, achieve their goals, and reach new heights of financial well-being. It's about providing the support, guidance, and resources needed to help families rise to create a brighter, more secure future.
• Looking forward
  • Looking forward represents a mindset of anticipation and preparation for the future, embracing both its opportunities and challenges. It's about having a clear vision of your goals and actively taking steps to turn them into reality.
• Living free
  • Living free is a state of financial well-being where individuals and families are unburdened by money-related stress and anxiety. It's about having the confidence and security to make choices aligned with your values and aspirations, without being constantly constrained by financial limitations or what-ifs.

Financial planning provides a sense of control and clarity over one's financial life. It replaces worries and concerns with confidence and a clear path toward achieving financial goals. By addressing potential risks and creating a roadmap for the future, financial planning enables individuals and families to Live free from financial stress and pursue their dreams.

Hours

Day	From	To
Monday	9:00 AM	6:00 PM
Tuesday	9:00 AM	6:00 PM
Wednesday	9:00 AM	8:00 PM
Thursday	9:00 AM	8:00 PM
Friday	9:00 AM	4:00 PM
Saturday	9:00 AM	12:00 PM

Cost

Comprehensive Financial Plan: $2,400-$9,600*
Ongoing Planning: $400/month (after completing financial plan)
Hourly Planning: $300/hr

*Fees for financial planning are dependent upon the complexity of your situation. Examples of items that may add complexity include: charitable giving, social security planning, stock options, restricted stock, business ownership, long-term care advice, estate settlement, or estate size. For a firm quote, set up a no-obligation introductory call.