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