About Us

Legacy Planning Group, Inc. is your best source for value-driven, turnkey professional services related to Estate Planning, Tax Planning, Retirement and Financial Plannning and Asset Protection Planning.

Established in 1977, and online since 1997, we have over 33 years of knowledge and experience that give us a unique and distinct advantage in providing professional services to our clients.

 

The Legacy Team of Professionals

Behind every Legacy Planning Group representative stands a team of highly skilled professionals.

Because many of our services require a variety of specialized skills, we rely on the expertise of all of our professionals in serving our clients. Tax attorneys, Estate Planning attorneys and Probate attorneys, Certified Financial Planners, and Certified Public Accountants (to mention just a few) share knowledge and resolve problems together. You benefit from all our combined skills and years of experience.

We are proud of the reputation that Legacy Planning Group has earned in Texas. Our ability to consistently respond to our clients’ needs is the result of our continuing demand for professional excellence. Among the most comprehensive and competent professionals in the State, we are known for expertise and creativity, and our ability to offer sound, practical solutions and advice on Estate Planning, Tax Planning, Retirement Planning, Financial Planning, Accounting, and Elder Care concerns.

At the heart of our energetic team are experience, expertise, and efficiency.

Troy W. McMahon
Legacy Planning Group, Inc. Founder
President and CEO

In 1977, Mr. McMahon earned his BBA degree in Accounting from the University of Houston. In 1993, he completed an additional two year academic curriculum in Personal Financial Planning from the University of Houston Center for Executive Development.

"After graduating from college, I decided to bring on-board the brightest minds I could find in the various areas and disciplines of our professional focus." This philosophy has birthed one of the fastest growing and most reputable firms of its type in Texas.

Mr. McMahon serves on numerous Boards of Directors for various global charities, and he is a nationally sought after conference speaker.

 

 

James C. "Jim" Mulder
Attorney

Mr. Mulder, a graduate of Texas A and M University, has over thirty years of experience in Estate, Tax and Business planning. He is Board Certified in Estate Planning & Probate Law and in Tax Law by the Texas Board of Legal Specialization.

Additionally, in 1982, Mr. Mulder obtained a designation as Certified Financial Planner (CFP) from the College of Financial Planning.

He is a nationally sought after conference speaker.

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