Founded in McKinney, Texas
The Legacy Planning Group Story
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Legacy Planning Group's story began in 1987. Our founder, Patrick J. Cloutier, was just entering the life insurance business as a 23-year-old BBA financial planning graduate.
After receiving his securities licenses a few years later, Patrick made the decision that he wanted to work primarily in the area of personal retirement planning for the mass affluent. On February 1st, 1998; Patrick opened Legacy Planning Group in historic downtown McKinney, Texas.
Not long after, Matthew Gournay joined the Legacy Planning Group team in 1999. Patrick and Matt were both BBA financial planning graduates from the University of North Texas and Lambda Chi Alpha fraternity brothers.
Over the past two decades, Patrick and Matt have worked together as expense sharing partners.
After attaining her securities registrations and gaining some experience on the personal investing side at Fidelity Investments; Patrick's daughter, Madeleine Underwood, joined the Legacy Planning Group team in 2017.
Madeleine now serves as our Client Services Manager—providing day-to-day account support—as well as our Events Director—where she facilitates and organizes quarterly client appreciation events, including; Annual Ladies Luncheon, Shred Day, Lunch & Learns, Holiday Parties, and more.
Since 1998, Legacy Planning Group has been on a mission to help our clients achieve lifelong financial independence and the financial confidence they deserve. Even though we've grown, we never forget why we're here in the first place: You.
Meet the Team:
Madeleine Cloutier Underwood, CRPC
Client Services & Events Manager
Matthew B. Gournay, CFP
LPL Financial Advisor
Patrick J. Cloutier, AAMS, CRPC
LPL Financial Advisor