Michael Evans, CFP®, CSA®
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 Planner® professional and Certified Senior Advisor®.
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 America's Best Financial Planners by the Consumers' Research Council of America, Michael was selected
for inclusion in their A Guide
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
While Michael's clients benefit from his expertise, so does the community.
Michael has served 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+).
Michael makes his home
in Tyler, Texas with his wife, Beverly, of 40 years. They have three successful daughters and three incredible grandchildren.
Michael and his family are active members of Green Acres Baptist Church.