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.
Our experienced team of financial advisors work with you individually to build a customized financial strategy designed to help preserve and grow your assets.
We are a Utah based, registered advisor acting solely on your behalf. Every decision is made in your best interest.
We take a multi-step process with each client. From discovery to implementation, your financial well-being is our #1 priority.
We strictly adhere to a fiduciary standard — we do what is in the best interest of our clients. The first step in this process is to allocate our clients' assets to conform to their risk tolerance.
We have teamed up with Blackburn & Stoll, LC to assist our clients with estate planning and wealth transfer issues. Mr. Blackburn is a Fellow of the American College of Trust & Estate Counsel (ACTEC) and has been recognized by inclusion in Best Lawyers in America.
Legacy Planning Group is a licensed insurance agency. We provide our clients with insurance evaluations to determine proper life insurance coverage levels. Long-term care insurance is increasing in popularity, and we specialize in seeking out the policies that best meet our clients' needs.
For those clients who prefer a step-by-step approach to their retirement or estate plan, Legacy Planning Group will provide a comprehensive financial plan. This extensive planning service encompasses building wealth, tax-efficient income distribution, and life insurance utilization to enhance estate value.
Understanding your Social Security benefits is imperative to any retirement plan. With recent changes to the entitlement program, Legacy Planning Group recommends reviewing the Social Security Program and assessing how to maximize your benefit. Maximizing your benefit may not be your best option. For some clients, we find maximizing Social Security utility to be a better option.
We are not tax advisors, however we understand the importance of minimizing tax liability. Income distribution, investment strategy, and investment vehicles used for a client’s financial plan are all considered for tax planning. We work directly with the client’s tax advisor to structure a tax-efficient investment strategy. If a tax advisor is not utilized by our client, we can recommend a qualified tax advisor or offer tax-efficient solutions that may be utilized.