Our Values

At Legacy Planning Group, we are committed to serving our clients in every aspect of their financial lives. Since 1999, Legacy Planning Group has been committed to serving our clients in every aspect of their financial lives. Our Patrick Cloutier and Matthew Gournay, our first priority is helping you take care of yourself and your family. worked with you and for you, providing clear recommendations designed to help you grow and preserve your wealth. Founded by Patrick Cloutier and Matthew Gournay, and Madeleine Underwood - our first priority is helping you take care of yourself and your family.Truth. Honesty. Integrity. We believe values matter, and we live by ours every day. At Legacy Planning Group, we strictly adhere to the fiduciary standard of care for each person, family, and business that we serve. Each of our clients are unique, special and deserving of the highest level of professionalism, ethical behavior, trust, and honesty.We understand the importance of maintaining a disciplined adherence to your plan. Having a solid understanding of your current financial situation is imperative in order to make prudent investment decisions. We take a "hands on" approach to financial guidance by educating you; sharing the knowledge and expertise that we have gained through years of experience.At Legacy Planning Group, our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Legacy Planning Group is a financial services firm, specializing in Asset Protection and Retirement Planning strategies for individuals and business owners. Every decision we make is governed by our fiduciary duty to you, the client. Our Mission is to help you achieve lifelong financial independence and the confidence you deserve. Founded in 1999, we have been committed to serving our clients in every aspect of their financial lives. Led by Patrick Cloutier and Matthew Gournay, our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. Legacy Planning Group is a marketing designation. Securities and investment advisory services offered through LPL Financial, member FINRA/SIPC. LPL is separately owned and other entities and/or marketing names, products or services referenced here are independent of LPL. See website for additional disclosures.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Legacy Planning Group is a financial services firm that is committed to serving our clients in every aspect of their financial lives.

We believe that your relationship with your financial advisor should be one of the most reliable and rewarding professional connections you have. Ideally, it’s built on trust, understanding, transparency and followthrough.

Your relationship with your financial advisor should be one of the
most reliable and rewarding professional connections you have.
Ideally, it’s built on trust, understanding, transparency and followthrough.

Legacy Planning Group is a financial services firm that provides a holistic approach to financial planning to help you achieve your goals. seeks to help you achieve lifelong financial independence and the confidence you deserve. Our team of dedicated individuals will seeks to gain a understanding of your current financial position, articulate your longer-term goals and develop an approach that makes sense for you, both for now and later. seeks to establish, educate, and develop an approach to your family’s finances that make sense satisfy the financial goals of individuals in and approaching retirement. We focus on providing reliable and objective financial advice by establishing a genuine and long-lasting relationship with our clients. We administer an array of financial services, which focuses on our client’s personal growth along with their financial goals.We believe that we can help address the retirement challenges in America by bringing financial freedom, wellness and confidence to the working population and retirees. As people experience financial wellness, they will live more productive lives.Our mission is to create the ultimate client experience. We strive to exceed client expectations by providing the best possible service while helping clients feel confident about establishing and targeting their financial goals.Legacy Planning Group is a financial services firm, specializing in Asset Protection and Retirement Planning strategies for individuals and business owners. Every decision we make is governed by our fiduciary duty to you, the client. Our Mission is to help you achieve lifelong financial independence and the confidence you deserve.Founded in 1999, we have been committed to serving our clients in every aspect of their financial lives. Led by Patrick Cloutier and Matthew Gournay, our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.Legacy Planning Group is a marketing designation. Securities and investment advisory services offered through LPL Financial, member FINRA/SIPC. LPL is separately owned and other entities and/or marketing names, products or services referenced here are independent of LPL. See website for additional disclosures.Legacy Planning Group is a financial services firm, specializing in Asset Protection and Retirement Planning strategies for individuals and business owners. Every decision we make is governed by our fiduciary duty to you, the client. Our Mission is to help you achieve lifelong financial independence and the confidence you deserve. Founded in 1999, we have been committed to serving our clients in every aspect of their financial lives. Led by Patrick Cloutier and Matthew Gournay, our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. Legacy Planning Group is a marketing designation. Securities and investment advisory services offered through LPL Financial, member FINRA/SIPC. LPL is separately owned and other entities and/or marketing names, products or services referenced here are independent of LPL. See website for additional disclosures.