CLIENT PORTAL

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!

Legacy Planning Group Logo
CLIENT PORTAL
  • HOME

  • SERVICES

  • MISSION / VISION

  • MEET OUR TEAM

  • LEGACY CPAS & TAX ADVISORY

  • LPG FINANCIAL LLC

  • CONTACT US

  • BLOG

  • CLIENT RESOURCES

  • More

    Use tab to navigate through the menu items.
    CLIENT PORTAL
    Patterns for LPG-01.png

    Retirement Calculator

    Link to Voya Webpage

    LPG Logos-96.png

    Financial Planning Document Checklist

    LPG Logos-96.png
    LPG Logos-96.png

    Net Worth Calculator

    Download Now

    download now

    Patterns for LPG-01.png

    Retirement Calculator

    Link to Voya Webpage

    LPG Logos-96.png

    Financial Planning Document Checklist

    LPG Logos-96.png
    LPG Logos-96.png

    Net Worth Calculator

    Download Now

    download now

    Patterns for LPG-01.png

    Individual Year End Tax Planning Checklist

    Download now

    LPG Logos-96.png

    Business Year End Tax Planning Checklist

    LPG Logos-96.png

    download now

    LPG Logos-96.png
    • HOME
    • SERVICES
    • MISSION / VISION
    • MEET OUR TEAM
    • LEGACY CPAS & TAX ADVISORY
    • LPG FINANCIAL LLC
    • CONTACT US
    • BLOG
    • CLIENT RESOURCES
    iht_logo.png
    Cantella_navy logo.jpg
    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

    Site Design by KAT

    CONTACT US

    • LinkedIn
    • Facebook
    • Twitter

    COLORADO SPRINGS OFFICE | 719.444.1007

    287 EAST FOUNTAIN BOULEVARD, SUITE 100

    COLORADO SPRINGS | COLORADO 80903

    ​

    FORT COLLINS OFFICE | 970.414.0880

    702 WEST DRAKE ROAD , BUILDING D

    FORT COLLINS | COLORADO 80526

    ​

    ​

    LEGACY@LEGACYPLNGRP.COM

    ​

    ​

     EAST 

    Securities offered through Cantella & Co., Inc.  Member FINRA/SIPC. Advisory Services offered through IHT Wealth Management, a registered investment advisor. Life insurance offered through Lion Street Financial, LLC.  IHT Wealth Management, Cantella & Co., Inc., Lion Street Financial LLC and Legacy Planning Group are separate entities 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.