Legacy Group

Investment Management, Retirement & Estate Planning

Welcome to Legacy Group

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The focus of our practice is to help you lead a more financially secure life. Mature couple w/ kite Whether your concerns are retirement planning, investments, college planning or estate planning, we help organize the relevant issues and present you with a simplified list of choices and tradeoffs. We help you focus on strategic decisions rather than the detail.

The foundation of your relationship with an advisor is trust. We volunteer information about our licensing, registration and compliance records so that you can make a safer advisor selection decision. In addition, as an Independent Registered Investment Advisor we are an acknowledged fiduciary which means that we are held to high ethical standards and must act in the client's best interest.

Michael Evans, CFP ® CSA®

· BOARD CERTIFIED
Certified Financial Planner Board of Standards
Society of Certified Senior Advisors

· MEMBER
National Association of Christian Financial Consultants

National Ethics Bureau (Approved Member)

Society of Certified Senior Advisors

FPA – Financial Planning Association

Alzheimer’s Alliance (Board of Directors)

Meals on Wheels (Board of Directors)

Chamber of Commerce – Tyler (Senior Resource Committee)

Better Business Bureau (Rated A+)

· GRADUATE

COLLEGE FOR FINANCIAL PLANNING Certified Financial Planner^® program graduate
LA SALLE UNIVERSITY Bachelor of Science in Business Management

· EXPERIENCE

30 years in Financial Planning
Paladin Registry “5-Star” Rating (Top 7% of the profession)
Named in “Guide to America’s Best Financial Planners” (Consumer’s Research Council of America – Washington, DC)

Our site is under construction so please check back for more valuable and interesting information in the future!

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