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WELCOME TO LEGACY PLANNING GROUP

BUILDING & PRESERVING WEALTH

We are a financial services firm located in the heart of Historic Downtown McKinney. Every decision we make is governed by our fiduciary duty to you, the client. We put your needs ahead of our own, and provide complete transparency in our management process. At Legacy Planning Group, your financial well-being is our top priority.

OUR TEAM

Years of experience have prepared us to guide you through your life transitions. Enlisting our skilled professionals will result in a plan that helps to increase your financial confidence.

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OUR COMPANY

We are a Texas based, registered advisor committed to serving our clients in every aspect of their financial lives. Our business is built on a foundation of thoughtful client relationships.

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OUR RESOURCES

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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OUR SERVICES

  • FINANCIAL PLANNING

  • ESTATE PLANNING

  • RISK BASED ASSET MANAGEMENT

  • LIFE INSURANCE

  • IMPLEMENTING 401K PLANS

  • RETIREMENT PLANNING