119 W Virginia Street
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.
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.
Be honest and forthright. Say what we mean, and mean what we say.
Be respectful of one another; cooperate with and help others.
Be our best; produce the highest quality of work product every time.
Be flexible and creative in our approach. Treat each client as unique and special.
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
McKinney Chamber of Commerce / Ambassadors / McKinney Young Professionals / Women's Alliance of McKinney
Patrick Cloutier and Matthew Gournay founded Legacy Planning Group in 1999. With over thirty years of experience in building and preserving wealth, Patrick and Matthew gained an extensive understanding of the financial services industry. However, each specializes in their own aspects of the industry.
Madeleine Cloutier joined the securities business following her father, Patrick. After graduating college, Madeleine joined the investment industry with another firm, and later joined her father's business in 2017. Together, our experienced team of professionals encompass nearly every aspect of financial planning.
We are constantly working to further enhance our investment knowledge base, in order to be the best resource for our clients. Our client's have worked hard their entire life to build up their retirement base and they understand experience counts. Let Legacy Planning Group show you what an experienced fiduciary team can do for you.