Broker Check

WELCOME TO LEGACY PLANNING GROUP

YOUR FINANCIAL FUTURE

Legacy Planning Group is an independent financial services firm that acts as a fiduciary to our clients. Our customized programs are designed to help grow, protect, and conserve our client's wealth by delivering a strong level of personalized service and expertise.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information about our firm, please feel free to contact us. We look forward to hearing from you.


OUR COMPANY

Legacy Planning Group has been located in Historic Downtown McKinney for over 18-years. We take pride in serving the members of our community and by helping them pursue their financial future. 

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MEET OUR TEAM

With over 50-years of combined experience in building and preserving wealth, we are prepared to guide you through your life transitions. We work with each client individually to build a personalized financial strategy tailored to your needs and goals.

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OUR RESOURCES

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources. Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more.

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OUR SERVICES

At Legacy Planning Group, our personalized service and expertise will result in a plan that provides you with financial confidence. We specialize in helping our clients in the following areas:

  • CUSTOM RISK BASED ASSET MANAGEMENT
  • RETIREMENT PLANNING
  • ESTATE PLANNING
  • WORKPLACE PLANS
  • FINANCIAL PLANNING
  • INSURANCE PLANNING
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