119 West Virginia Street
Our Commitment to You
We are a financial services firm located in the heart of historic downtown McKinney. Every decision we make is governed by our fiduciary duty to you, the client. At Legacy Planning Group, we put your needs ahead of our own, and provide complete transparency in our management process.
Your family's financial well-being is our top priority.
Since 1999, we've been on a mission to help our customers reach their financial goals. Even though we have grown, we don't forget why we're here in the first place: You.
Be honest and forthright. Say what we mean, and mean what we say.
Be respectful of one another; cooperate with and help others.
Be our best; produce the highest quality of work product every time.
Be flexible and creative in our approach. Treat each client as unique and special.
We believe that serving our community is one of our highest callings. By investing generous gifts of our time and resources, we are able to reap the benefits of giving back to the city of McKinney while building strong relationships that support our business in return. We are honored to be apart of each of the following organizations:
McKinney Economic Development Corporation Board
McKinney Zoning Board of Adjustments
Grace to Grow
Leadership McKinney / Leadership McKinney Alumni Network
McKinney Chamber of Commerce Ambassador Program
McKinney Young Professionals
Women's Alliance of McKinney