Michael Evans, CFP, CSA
Retirement & Investment Planning ~ Asset Protection
|
|
Michael Evans, CFP®, CSA® Legacy Group Michael
Evans is a graduate of the College for Financial Planning and holds a Bachelor of Science degree in Business Management.
Additionally, he is Board-Certified as both a Certified Financial Planner7 professional and Certified Senior Advisor7. Michael and the firm he founded, Legacy Group, assist near-retirement
and currently retired clients with preserving a lifetime of accumulated savings from market volatility, inflation, taxation,
health care, and other such threats. Since 1979,
Michael has been assisting families with their financial and estate planning needs. In the early 1990's,
he discovered an alarming lack of financial expertise available to mature Americans. Michael began to work
exclusively with people age 55 and better, educating and assisting them with their particular needs in financial matters.
He conducts educational workshops on a regular basis on topics such as tax savings, investment management, catastrophic
illness, elder care planning, and asset protection. Named one of AAmerica=s Best Financial Planners@ by the Consumers= Research
Council of America, Michael
was selected for inclusion in their AGuide to America=s Best Financial Planners@ publication in 2006. He was admitted to the Paladin Registry (Top 7% of the profession) in 2007 and bestowed
a “5-Star” rating. While Michael=s clients benefit from his expertise, so does the community. Michael
serves on the Board of Directors of the Alzheimer=s Alliance
of Smith County and
Meals on Wheels. He also serves on the Senior Resource Committee of the Tyler Area Chamber
of Commerce. Additionally, he is a member of the National Association of Christian Financial Consultants,
the National Ethics Bureau, the Financial Planning Association, the Society of Certified Senior Advisors,
and the Better Business Bureau (Rated A+).
|
