Legacy Planning Group

Legacy Planning Group Family-owned and founded in 1998, Legacy Planning Group is committed to serving our clients in every aspect of their financial lives. Cloutier and Matt B.

Legacy Planning Group is a marketing designation. Securities and Investment Advisory Services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. www.finra.org www.sipc.org

Additional insurance services are offered by Patrick J. Gournay independent of LPL Financial. Investments in securities involve risk, including the potential loss of principal. Past performance

is not a guarantee of future results. Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. For a list of states in which we are registered to do business, please visit www.legacypg.com . Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly. The site may contain links to information contained on a third party website. We do not endorse or accept responsibility for the content of any third party web site, and are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third parties on social media sites. “Likes”, “Favorites” and comments should not be considered a reflection of client experiences or future performance. “Likes” and “Retweets” should not be considered an endorsement or recommendation of any security, company or individual. It is up to you to read and understand the privacy policies for each social media site. We have no control over how social media sites or other third parties will use the information you share.

To the mothers we have, the mothers we remember, and the mother figures, thank you. We are grateful for you this Mother’...
05/10/2026

To the mothers we have, the mothers we remember, and the mother figures, thank you. We are grateful for you this Mother’s Day.

🥧 It’s Pie Day! 🥧One of our favorite days of the year — the day we get to hand out pies to all of our local McKinney cli...
11/26/2025

🥧 It’s Pie Day! 🥧
One of our favorite days of the year — the day we get to hand out pies to all of our local McKinney clients as a small token of our gratitude. We’re so thankful for each of you!

These pies are delicious and come from our friends at Hugs Café, who do incredible work in our community. The chocolate bourbon pecan and apple pie with crumble top may just be our favorites… but honestly, you can’t go wrong with any of them. 😋

Happy Pie Day, McKinney! And Happy Thanksgiving!

🧡 Legacy Planning Group

News that a Chinese artificial intelligence (AI) firm appears to have developed a competitive AI model that performs as ...
01/31/2025

News that a Chinese artificial intelligence (AI) firm appears to have developed a competitive AI model that performs as well as its Western counterparts at a fraction of the cost put pressure on AI stocks. But is this truly a “black swan” event or just another development in the fast-moving world of AI?

At LPG, Patrick and Madeleine hope this new year brings joy, peace, and happiness to you and all those you love in 2025!
12/31/2024

At LPG, Patrick and Madeleine hope this new year brings joy, peace, and happiness to you and all those you love in 2025!

The best day of the year! It’s “Pie Day” at LPG!Patrick and Madeleine are so thankful for each of our clients who put th...
11/27/2024

The best day of the year! It’s “Pie Day” at LPG!

Patrick and Madeleine are so thankful for each of our clients who put their trust in us. As a small token of our gratitude, we love gifting them a yummy Hugs Cafe Inc pie for Thanksgiving! 🥧❤️

(PSA - if you haven’t yet, you must try their signature chocolate bourbon pecan pie … it’s incredible!)

With fall upon us and students back in classrooms, it seems like a good time to reflect on the various tests that the U....
09/05/2024

With fall upon us and students back in classrooms, it seems like a good time to reflect on the various tests that the U.S. economy and stock market have passed recently. When the economy and markets are tested, the foundation for...

Happy Father's Day to all of the amazing dads out there! As financial advisors, we know how important it is to plan for ...
06/16/2024

Happy Father's Day to all of the amazing dads out there! As financial advisors, we know how important it is to plan for the future and provide for your family. Thank you for all that you do to support and protect your loved ones. Enjoy your special day!

Legacy Planning Group sponsored a table at Love Life Foundation’s Annual Women in Service Luncheon today. It was a day f...
05/10/2024

Legacy Planning Group sponsored a table at Love Life Foundation’s Annual Women in Service Luncheon today. It was a day full of inspiration and good friends! We are proud to support such an important cause and loved connecting with other like-minded women who are passionate about empowering other women in our community.

After a strong first quarter for stocks, some April showers rained down as the S&P 500 fell about 4% last month. Hopeful...
05/08/2024

After a strong first quarter for stocks, some April showers rained down as the S&P 500 fell about 4% last month. Hopefully those showers will bring some flowers in May, despite the widely cited stock market adage, “Sell in May and go...

Address

119 W Virginia Street, Ste 200/201
McKinney, TX
75069

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+19725625682

Website

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