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Our Company










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 financial well-being is our top priority.

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.