Michael Evans, CFP®, CSA
Tyler, Texas, 75701
Member Since 2007
Your financial goals are our highest priority. We have the knowledge, experience and integrity to help you achieve what is most important to you and your family. We provide the peace of mind that comes with knowing you have entrusted your financial future to a firm that will always place your interests first.
My Location
Background Information
Years of Financial Experience
- 32
Education
- La Salle University (Bachelor of Science - Business Management)
- College for Financial Planning (CFP Professional Education Program)
Certifications and Designations
- CFP®
- CSA
Association Memberships
- National Assoc. of Christian Fin. Consultants
- Alzheimers Alliance (Board of Directors)
- Meals on Wheels (Board of Directors)
- National Ethics Bureau (Approved Member)
Methods of Compensation
- Financial Planning: Fixed fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Schwab Institutional
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them annually and upon request
- I review my clients' investment portfolios with them annually and upon request
Registration & Licensing
- CRD/IARD Number: Will provide
- Insurance Licenses: Life, Annuity, Long-Term Care, Health
Company Names
- Registered Investment Advisor: Michael Evans dba Legacy Group
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Texas
Planning Services
- Financial Planning, Retirement, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- None
Insurance Products
- Life, Fixed Annuity, Long-Term Care
Visit Website - http://www.Legacy-Group.org
