Legacy Planning Group

Legacy Planning Group
LGP Financial Center

The Fiduciary Difference

We are a financial advisory firm located in Draper, Utah. Every decision we make is governed by our fiduciary duty to you, the client. At Legacy Planning Group, we put your needs ahead of our own. We provide complete transparency in our management process.

LPG Team

Our experienced team of financial advisors work with you individually to build a customized financial strategy designed to help preserve and grow your assets.

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LPG Difference

We are a Utah based, registered advisor acting solely on your behalf. Every decision is made in your best interest.

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LPG Process

We take a multi-step process with each client. From discovery to implementation, your financial well-being is our #1 priority.

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Our Services