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LEGACY PLANNING GROUP

Client Centered

Our mission is to help you achieve the lifelong financial independence and confidence you deserve.

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Since 1998, we've been committed to helping our clients improve their financial health by offering long-term investment management solutions, tailored to their specific needs. At Legacy Planning Group, we take a fiduciary approach. Your financial well-being is our top priority.

A Family Company Built On Familiar Principles 

Our roots run deep in McKinney, Texas. Founded by Patrick J. Cloutier in 1998, Legacy Planning Group is committed to serving our clients in every aspect of their financial lives. Patrick's daughter, Madeleine, joined the business in 2017 as Patrick's Registered Assistant; continuing the tradition of financial planning for years to come.

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Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too.


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Personalized Advice

Your financial goals are unique to you. With access to a wide variety of investment strategies combined with professional guidance and objective advice, we can help you pursue them.

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Serving Our Community

We are convicted that using our blessings to serve others is our highest calling.  We devote our time, treasure, and talents to make McKinney, Texas a more hopeful, peaceful, and better place for all. 

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WHAT WE DO

Financial Planning

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Financial planning touches on many aspects of your family's life. Proper planning can help you coordinate your spending, saving, and investment strategies. 

We provide a holistic approach to financial planning that offers solutions, not sales, to help you pursue your goals.

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WHAT WE DO

Investment Management

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Investments and risk management and portfolio strategies… oh my!

With more investment options available than ever before, it can be difficult to know which ones may be right for you.

We can help you sort through and choose the investments that are most appropriate for your needs.

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WHAT WE DO

Retirement Planning

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How does your ideal retirement differ from reality, and what can we do to better align the two? 

There are a number of factors to consider when talking about investing for retirement. Some are simple and straightforward while others require more in-depth analysis.

We can help you develop and implement a sound retirement strategy.

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WHAT WE DO

Estate Planning

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You’ve worked hard to establish a legacy you can be proud of, one that your family can continue to build upon for years to come. You deserve to decide what becomes of it.

Having a well-designed estate plan can make a big difference in ensuring your financial destiny is secure.

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WHAT WE DO

Insurance Planning

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Life is ever-changing. Fortunately, you can help protect yourself and your family from the financial consequences of life's events through the use of asset protection planning.

And in many cases, insurance may play a key role in managing risk.

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WHAT WE DO

Small Business Retirement Plans

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One of the most common areas of confusion for business owners is retirement plans: should you offer one or not? On the one hand, a retirement plan can make you a more attractive employer and can also help you offset taxes. But on the other, it can cost the company money, require special administration and regulations, and there are a ton of options. So how do you figure out what makes the most sense?

Whether you are self-employed or the owner of a small business, we offer a wide range of retirement plans designed to meet your specific needs. If you want to talk through the possibilities for your company, let’s connect.

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Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.