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.
For many, understanding every aspect of finance can be overwhelming. From investments to retirement to insurance, the decisions can seem daunting. That’s where we come in. Whether you have significant assets to manage - or if you are just starting to accumulate wealth - we have the tools and experience to provide the services that may fit your needs.
Our goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create respected long-term relationships built on trust, understanding, transparency and follow-through with our clients and their families.
Since we were founded in 1999, Legacy Planning Group has been an active member of our community. We believe that serving others is our highest calling. By investing generous gifts of our time and resources, we are able to reap the benefits of giving back to those in McKinney while building strong relationships that support our business in return.
At Legacy Planning Group, we take pride in knowing we have helped many people pursue the financial future they dreamed about. For more information about our firm and services, please call or email us. We’d enjoy learning more about your goals and dreams.
*Legacy Planning Group is a marketing designation. Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. See website for additional disclosures.
**Additional insurance services offered through Legacy Planning Group, who is not affiliated with Woodbury Financial Services, Inc.