119 W Virginia Street
(972) 562-5682 ext. 201
Patrick J. Cloutier specializes in helping those at or near retirement create, implement and monitor a plan to take income from their investments and savings. He is qualified and trained to help protect and preserve your income and...
(972) 562-5682 ext. 202
Matthew's focus is helping small to mid-sized business owners with their estate, business succession and corporate retirement plans. He is a Certified Financial Planner™ practitioner and has successfully completed the FINRA...
(972) 562-5682 ext. 204
Madeleine M. Cloutier, daughter of Patrick J. Cloutier, is a Registered Assistant of Woodbury Financial Services, Inc. and is the Director of Customer Relationships at Legacy Planning Group.