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WHO WE ARE

The Fiduciary Difference

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. At Legacy Planning Group, we put your needs ahead of our own, and provide complete transparency in our management process. Your family's financial well-being is our top priority.








WHAT WE BELIEVE

Our Commitment To You

Since 1999, we've been on a mission to help our customers reach their financial goals.  Even though we have grown, we don't forget why we're here in the first place. You're the reason we exist.


PROCEED WITH INTEGRITY

Be honest and forthright. Say what we mean, and mean what we say.

VALUE PEOPLE

Be respectful of one another; cooperate with and help others.

PURSUE EXCELLENCE

Be our best; produce the highest quality of work product every time.

EMBRACE OPPORTUNITIES

Be flexible and creative in our approach. Treat each client as unique and special.








OUR PASSION

Do Good As We Do Well

We believe that serving others is our highest calling. By investing generous gifts of our time and resources, we are able to reap the benefits of giving back to our community while building strong relationships that support our business in return. We are honored to be apart of each of the following organizations:

McKinney Economic Development Corporation

McKinney Zoning Board of Adjustments

Grace to Grow

Leadership McKinney / Leadership McKinney Alumni Network

Volunteer McKinney

McKinney Chamber of Commerce / Ambassadors / McKinney Young Professionals / Women's Alliance of McKinney








OUR HISTORY