Retirement & Investment Planning  ~   Asset Protection

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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/ kiteMature 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 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 (former 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
33 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)
Better Business Bureau Accredited Business since 07/01/1999

 

Click BBB icon to see Mike's BBB Business Review
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Our site is under construction so please check back for more valuable and interesting information in the future!