COVID 19 NOTICE - We are open and continue to serve our customers in light of COVID-19. Your health & safety is our top priority, please let us know if you prefer to schedule an in person or online meeting. Stay safe!
what is your legacy?
Let our experienced team help you define & design a plan
so you can begin living your legacy today.
"All good men and women must take responsibility to create legacies that will take the next generation to a level we could only imagine."
- Jim Rohn
for life, for love, for legacy
We offer a Collaborative Approach to your Legacy
*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.
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.
A young man applied for a job as a farmhand. When the farmer asked for his qualifications, he said, "I can sleep through a storm." This puzzled the farmer... but he liked the young man. So he hired him.
A few weeks later, the farmer and his wife were awakened in the night by a violent storm ripping through the valley. He leapt out of bed and called for his new hired hand, but the young man was sleeping soundly.
So they quickly began to check things to see if all was secure. They found that the shutters of the farmhouse had been securely fastened. A good supply of logs had been set next to the fireplace.
The farmer and his wife then inspected their property. They found that the farm tools had been placed in the storage shed, safe from the elements. He sees that the bales of wheat had been bound and wrapped in tarpaulins.
The tractor had been moved into its garage. The barn was properly locked tight.
Even the animals were calm and had plenty of feed. All was well.
The farmer then understood the meaning of the young man's words, "I can sleep through a storm."
Because the farmhand did his work loyally and faithfully when the skies were clear, he was prepared for any storm.
So when the storm did actually break, he was not concerned or afraid. He could sleep in peace.
- Anonymous
Get In Touch
OUR PHILOSOPHY
CONTACT US
If we can be of any help, please contact us by email, phone, write us or visit us at our office.