Broker Check

Our Team







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 have gained an extensive understanding of the financial industry. However, each specializes in one or two aspects of the financial 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.

Patrick J. Cloutier, AAMS, CRPC

Financial Advisor

(972) 562-5682 ext. 201

(972) 562-4797

Patrick@LegacyPG.com

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...

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Matthew B. Gournay, CFP

Financial Advisor

(972) 562-5682 ext. 202

(972) 562-4797

Matt@LegacyPG.com

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...

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Madeleine M. Cloutier

Registered Assistant

(972) 562-5682 ext. 204

(972) 562-4797

Madeleine@LegacyPG.com

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.

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