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.
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.
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.
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: