Tel: 123.456.7890

Wealth Transfer & Distribution Strategies

Estate planning

Estate Tax Mitigation

 

With Over 100 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

TESTIMONIALS

"After many other individual professionals struggled to help us, the Legacy team created a very elegant wholistic solution for a complex business  problem.  They are so caring, knowledgable and  have an amazing collaborative process that puts their clients first."

—  CEO  —
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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.”

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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

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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.