Legacy Planning Group is a family-owned financial planning practice based in historic downtown McKinney, Texas. Founded by Patrick J. Cloutier in 1998, the firm says its mission is to help clients pursue lifelong financial independence and confidence. Patrick’s daughter, Madeleine, joined the business in 2017 as his Registered Assistant, continuing the family’s involvement in the practice. The firm takes a fiduciary approach and emphasizes long-term investment management tailored to clients’ needs, with financial well-being as its priority.

Legacy Planning Group offers financial planning and advice, investment management, and retirement planning. Its services also include estate planning, insurance planning, and retirement plan guidance for small businesses. The firm describes its financial planning as holistic, helping clients coordinate spending, saving, and investment strategies in pursuit of their goals. For business owners, it helps assess retirement plan choices and considerations such as costs, employee turnover, and contributions. The website also provides educational resources, including tax information, financial terms, planning tools, market commentary, and events.