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Our Company










Our Mission is to help you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go and advise you on how to get there. 

OUR VALUES

Truth. Honesty. Integrity. We believe values matter, and we live by ours every day. For each of our clients, we strive to help create financial stability, security and independence. It is our obligation and top priority to help you reach your retirement goals.

OUR COMMITMENT

Legacy Planning Group is not your run-of-the-mill financial planning firm, we do things differently. Our staff consists of a team of experienced professionals who take a "hands-on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover in our staff a strong desire to take part in helping you reach your goals in both your financial and personal lives. We will do everything in our power to help you realize your dreams.

OUR PASSION

At Legacy Planning Group, we are passionate about serving others, whether it is in our office or out in the community. Our team members are involved in Grace to Grow, the Leadership McKinney Alumni Network, the McKinney Zoning Board of Adjustments, Volunteer McKinney, Rebuilding Together Collin County, and much more. We have been a proud member of the McKinney Chamber of Commerce since 2011.