119 West Virginia Street
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.
You have your own unique goals, time frame, and risk tolerance. Your plan should reflect that.
You've made investments your whole life. Work with us to help make the most of them.
The unknown doesn't need to be so scary. Helping our clients plan ahead for the transition of their assets to their loved ones is one of our top priorities. An effective estate management strategy is a vital part of anyone's financial plan, regardless of income. Having a well-designed estate plan can make a big difference in ensuring your financial destiny is secure.
Take control of your financial legacy, today.
When should you start planning for the unexpected? The answer is easy: Right Now.
But too often, life insurance is an overlooked aspect of personal finances. With over 30-years of combined experience in insurance planning, Legacy Planning Group can help you identify and evaluate what might be a good fit for you and your family. We help those who are concerned about the quality, the need or the effectiveness of their current policies restructure their plan. We'll help make yesterday's policy fit today's needs.
Let us help you implement a retirement plan that is cost effective and employees will appreciate.At Legacy Planning Group, we can help secure you and your employees' financial future with a retirement plan that everyone will appreciate.
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.