119 W Virginia Street
Committed to Serving You
Legacy Planning Group is a financial services firm located in the heart of historic downtown McKinney. Led by Patrick Cloutier, Matthew Gournay, and Madeleine Underwood—we 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.
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.
Serving our community
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: