Our mission is to help you achieve lifelong financial independence and the confidence you deserve. Every decision we make is governed by our fiduciary duty to you, the client. We help our clients improve their financial health by offering long term investment strategies managed by skilled advisers, tailored to specific needs. At Legacy Planning Group, our clients' success is our first priority.
We encourage you to explore our site at www.LegacyPG.com and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us at (972) 562-5682. We look forward to hearing from you!
Securities and insurance services offered through Woodbury Financial Services, Inc., member FINRA/SIPC. Additional insurance services offered through Legacy Planning Group, who is not affiliated with Woodbury Financial Services, Inc.