119 W Virginia Street
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Our Mission and Commitment is to help you achieve lifelong financial independence and the confidence you deserve.
Powered by years of experience, our team at Legacy Planning Group is prepared to help you navigate life's big transitions. We help our clients improve their financial health by offering long-term investment solutions managed by skilled advisers, tailored to specific needs. Led by Patrick Cloutier, Matthew Gournay, and Madeleine Underwood — we are committed to serving our clients in every aspect of their financial lives. At Legacy Planning Group, your financial well-being is our top priority.
We take pride in knowing we help people pursue their financial future!
Personal Financial Planning
As your needs change, so may the help you require. Whether you are planning for retirement, saving for college, needing investment income, searching for solutions to protect your family's financial well being, or adjusting to the sudden loss of a loved one - Legacy Planning Group is here to help. Since 1999, our dedicated advisers have worked with you and for you, providing clear financial solutions that are tailored around you.
We are a Texas based, registered advisor committed to serving our clients in every aspect of their financial lives.
Years of experience have prepared us to help guide you through your life transitions.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Planning & Advice
You have your own unique goals, time frame, and risk tolerance. Your plan should reflect that.
You've made investments your whole life. Let us help you make the most of them.
The unknown doesn't need to be so scary. Helping you plan ahead for the transition of your assets to your loved ones is one of our top priorities.
When should you start planning for the unexpected? The answer is easy: Right Now.
Small Business Retirement Plans
As an entrepreneur, you've got big plans. Retirement is just one. Let us do all the hard work, so that you can focus on growing your business.
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.