Meet the team

Legacy Planning Group was founded with the goal of assisting our clients in every aspect of their financial lives. For each of our clients, we strive to help create financial stability, security, and independence. As a fiduciary, it is our obligation and our top priority to help you meet your financial goals. 

Our Principle

Our company is based on the principle that having a solid understanding of your current financial situation is vital to successfully making prudent decisions concerning your future financial condition.

If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (801) 207-1400.

Our Commitment

Our staff consists of experienced professionals who take a "hands-on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover in our staff a strong desire to take part in helping you reach your goals. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.