for life, for love, for legacy

Wealth

Management

 Life & Protection

Planning

  Estate Planning*

Business Planning & Advisory

 CFO, Tax & Accounting*

Employee Benefits

*Kevin Forbush and Jackie Signorelli are actively licensed CPAs and provide tax services through Legacy CPAs & Tax Advisory, LLC, and Kevin Forbush is an actively licensed attorney and provides legal services through Forbush Legal, PLLC, both of which are unaffiliated with, and separate from, the services offered through Lion Street Financial, LLC or Lion Street Advisors, LLC. 

We offer a Collaborative Approach to your Legacy

Young Family

With an unwavering commitment to the ultimate in client care and service, we design implement and manage multi-disciplinary holistic solutions to grow and protect our clients’ personal and business legacies.

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If we can be of any help, please contact us by email, phone, write us or visit us at our office.

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“Legacy Planning Group, LLC is proud to be a Firm of Lion Street, Inc.,  a national network of fiercely independent financial advisors.”

© 2020 by Legacy Planning Group

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287 EAST FOUNTAIN BOULEVARD, SUITE 100

 

COLORADO SPRINGS | COLORADO 80903

COLORADO SPRINGS OFFICE | 719.444.1007

FORT COLLINS OFFICE | 970.414.0880

LEGACY@LEGACYPLNGRP.COM

 EAST 

Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC.  Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC.  Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice.  Representatives may transact business, which includes offering products

and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.