BBB Accredited Business Profile

Legacy Planning Group, Inc.

Legacy Planning Group, Inc.

(801) 207-1400

Legacy Planning Group, Inc.

13 years in business

Midvale, UT 84047-1726

BBB File Opened: 3/07/2005
Business Started: 9/19/2003
Business Started Locally: 9/19/2003
Type of Entity
Business Management
  • Mr. Travis J. Hudak, President
  • Mr. David James, Vice President
  • Mr. Michael L. Child, Vice President
  • Mr. Michael Owen, Branch Manager
Contact Information
  • Mr. Travis J. Hudak, President
  • Mr. David James, Vice President
  • Mr. Michael L. Child, Vice President
  • Principal: Mr. Michael Owen, Branch Manager
Business Category
  • Financial Planning Consultants
  • Insurance Agency
  • Insurance - Health
  • Insurance - Life
  • Insurance - Long Term Care
  • Insurance - Senior Products
  • Annuities
  • Insurance - Disability
  • Insurance Consultants
  • Investment Advisory Service
  • Investment Securities
  • Mutual Funds
  • Retirement Planning Service
  • Insurance Services
  • Financial Services
  • Investment Management
  • Real Estate Investors
  • Estate Planning & Management
  • Portfolios

Products & Services
Legacy Planning Group offers the full array of financial products and services ranging from annuities to separately managed accounts.



Legacy Planning Group is a locally owned and operated full-service, customer oriented, financial services firm. Besides financial planning, we also offer asset management services. Securities are offered through our Broker/Dealer, H Beck.

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Legacy Planning Group, Inc.

Legacy Planning Group, Inc.


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