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Monday 08:30 AM - 05:00 PM
Tuesday 08:30 AM - 05:00 PM
Wednesday 08:30 AM - 05:00 PM
Thursday 08:30 AM - 05:00 PM
Friday 08:30 AM - 05:00 PM
Saturday Closed
Sunday Closed


Our Mission and Commitment is to help you achieve lifelong financial independence and the peace of mind you deserve. 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, your financial well being is our top priority.

We encourage you to explore our site at 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.

Financial, Planning, Planner, Financial Planner, Retirement, Estate, Investment, Investment Service


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