LPG%252520Leaders_edited_edited_edited.j

ABOUT legacy planning group

Our Mission

 

 

 

Using our collaborative, multi-disciplinary model we Inspire and Inform our clients through a process whereby they can successfully Initiate, Implement, Integrate and Iterate collaborative financial, tax, insurance and legal solutions to achieve their individual, family and business legacy objectives.

WHY US

the old way

Client Suffers from Lack of Collaboration

THE LPG WAY

Client Wins with Well Designed, Implemented & Maintained Legacy Plan

Our Vision

Inspired by a zealous commitment to collaboration in pursuit of the ultimate in client care and service, we co-create multi disciplinary, holistic and synergistic individual, family and business legacy solutions to grow, preserve and eventually transfer wealth responsibly in fulfillment of our clients’ legacy objectives.

LionStreet logo white no tag Register Ma

“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

CONTACT US

  • LinkedIn
  • Facebook
  • Twitter

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.