Legacy Group Tyler, Texas

Description

• With more than 30 years of experience, Michael Evans, CFP®, CSA® and acknowledged Fiduciary, is uniquely qualified to help clients achieve peace of mind with their finances and investments. Since 1979, Michael has been assisting families in the Tyler, Texas area 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 primarily with people age 55 and older, educating and assisting them with their particular needs in financial matters. He conducts educational workshops on a regular basis on such topics as tax savings, investment management, catastrophic illness, elder care planning, and asset protection. Michael founded The Legacy Group with the goal of assisting near-retirement and currently retired clients in preserving a lifetime of accumulated savings from market volatility, inflation, taxation, health care, and other such threats. The focus of his practice is to help clients with their peace of mind for a financially secure life. Accredited by the Better Business Bureau with an A+ rating, since July of 1999, The Legacy Group assists clients with retirement planning, investments, and estate planning, and helps organize the relevant issues and present each client with a simplified list of choices and trade offs. Similarly, Michael was also named in the Consumers Research Council of Americas Guide to Americas Best Financial Planners.
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  Headquarters: , Tyler, Texas, United States

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  Phone Number: +1 903-534-4900

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  Website: https://www.legacy-group.org

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  Employees:1

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  Revenue:$0 - 1M

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  Legal Name:Legacy Group Tyler, Texas

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• |  NAICS Code: 523110  |

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