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Retirement & Investment Planning

Asset Protection

Welcome to Legacy Group

The focus of our practice is to help you have peace of mind and a more financially secure life. Mature couple w/ kiteWhether your concerns are retirement planning, investments, 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 the highest ethical standards and must always 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 1999-2013)
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

38 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)