BBB Accredited Business Profile

Legacy Planning Group, Inc.

Legacy Planning Group, Inc.

(801) 207-1400

Legacy Planning Group, Inc.

14 years in business
11650 S State St Ste 102
Draper, UT 84020-7144
Fax Numbers
  • (801) 207-1405
Additional Phone Numbers
  • (866) 282-1400
Additional Email Addresses
BBB File Opened: 03/07/2005
Business Started: 09/19/2003
Business Started Locally: 09/19/2003
Business Incorporated: 09/19/2003 in UT
Type of Entity
Business Management
  • Mr. David James, Vice President
  • Mr. Michael L. Child, Vice President
  • Mr. Travis J. Hudak, President
  • Mr. Michael Owen, Branch Manager
Business Category
  • Financial Planning Consultants
  • Insurance Agency
  • Health Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Senior Insurance
  • Annuity
  • Disability Insurance
  • Insurance Consultant
  • Investment Advisory Services

Products & Services
Legacy Planning Group offers the full array of financial products and services ranging from annuities to separately managed accounts.
Service Area
We service the following area(s): Utah
Alternate Business Names
  • LPG Advisors
BBB accredited business



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.  Legacy Planning Group is a Registered Investment Advisor and a an Independent Insurance Agency.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
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BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Legacy Planning Group, Inc.

Legacy Planning Group, Inc.


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