Tel: 123.456.7890

Group Benefits

-Retirement Plans

-Disability 

-Life Insurance

business & tax advisory

Executive Benefits

Tax Reporting

& Filing

Payroll Administration

& Support

 

With Over 15 Years of Experience, Our Team has the Knowledge and Expertise to Ensure Professional, Accurate, High Quality Service

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OUR PRACTICE

Knowledge That Can Serve Your Needs

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TESTIMONIALS

"Legacy Planning Group has changed the game

for my family. We can rest at ease knowing that

our legacy is in good hands."

—  Jason Strauss  —
CEO of ML Associates

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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

CONTACT US

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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.