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Welcome to Legacy Planning Group

Your Financial Future

Our Mission and Commitment is to help you achieve lifelong financial independence and the confidence you deserve. 

Powered by years of experience, our team at Legacy Planning Group is prepared to help you navigate life's big transitions. We help our clients improve their financial health by offering long-term investment solutions managed by skilled advisers, tailored to specific needs. Led by Patrick Cloutier, Matthew Gournay, and Madeleine Underwood - we are committed to serving our clients in every aspect of their financial lives. At Legacy Planning Group, your financial well-being is our top priority.

We take pride in knowing we help people pursue their financial future!

About Us

We are a Texas based, registered advisor committed to serving our clients in every aspect of their financial lives.

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Our Team

Years of experience have prepared us to help guide you through your life transitions.

Meet The Team

Our Resources

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

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Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.