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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®


  • Certified Financial Planner Board of Standards
  • Society of Certified Senior Advisors


  • 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+)


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


  • 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)