Your financial well-being is our top priority

Legacy Planning Group is a financial services firm located in the heart of historic downtown McKinney. Led by Patrick Cloutier, Matthew Gournay, and Madeleine Underwoodwe are committed to serving our clients in every aspect of their financial lives. Every decision we make is governed by our fiduciary duty to you, the client. We put your needs ahead of our own, and provide complete transparency in our management process.

At Legacy Planning Group, we take pride in knowing we help people pursue their financial future.

Our Values

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.

PROCEED WITH INTEGRITY

Be honest and forthright. Say what we mean, and mean what we say.

VALUE PEOPLE

Be respectful of one another; cooperate with and help others.

PURSUE EXCELLENCE

Be our best; produce the highest quality of work product every time.

EMBRACE OPPORTUNITIES

Be flexible and creative in our approach. Treat each client as unique and special.

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