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Legacy Group
Tyler, Smith

Financing specialist
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Legacy Group

Tyler, Smith

Prices

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About Legacy Group
Professional experience
Legacy Group: Asset Protection, Financial Planning, and Investment Advisory Services in Tyler, TX 75701 Welcome to Legacy Group, your trusted partner in achieving a secure and prosperous retirement. We specialize in providing comprehensive financial planning, asset protection, and investment advisory services to individuals and families in Tyler, Texas, and the surrounding areas. At Legacy Group, we understand that planning for retirement can be a complex and overwhelming task. That's why we are here to help you navigate through the intricacies of financial planning and empower you to make informed decisions about your future. Our team is led by Michael Evans, a Certified Financial Planner® (CFP®), Certified Senior Advisor® (CSA®), and a Retirement Planning Specialist. With his expertise and vast knowledge in the field, Michael is a sought-after speaker in the community, passionately sharing insights on retirement planning, investment management, 401k rollovers, elder care planning, and asset protection. Legacy Group offers a wide range of services to cater to your unique needs and goals. We provide personalized financial planning consultations to develop a tailored strategy that aligns with your aspirations and risk tolerance. Our investment advisory services empower you to make informed decisions that optimize your portfolio's performance and maximize your wealth potential. As a part of our commitment to helping you secure your financial future, Legacy Group also offers long-term care planning services. We understand the importance of preserving your wealth while ensuring that you have the necessary resources to cover healthcare expenses. Located at 909 E Southeast Loop 323 Ste 210 in Tyler, TX 75701, Legacy Group is conveniently accessible for our clients in the area. Our dedicated team of professionals is ready to assist you in achieving your retirement goals and providing you with peace of mind. We invite you to contact us today at (*information hidden*or email us at *information hidden* to schedule a consultation or learn more about how we can help you succeed in your retirement journey. Explore our website for quick links to retirement planning, investments, and more. Choose Legacy Group for expert financial planning, asset protection, and investment advisory services. Together, we will build a strong legacy for a financially secure future.

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Location

Tyler, Smith (75701)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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