Legacy Group

d estate planning needs. Michael works 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 was also named in the Consumer’s Research Council of America’s “Guide to America’s Best Financial Planners”. 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. Michael is committed to telling investors the truth about investing, and helping them to overcome the barrage of information that they receive from the financial industry and the media. Utilizing Free Market Investing strategies based on Nobel Prize-winning economic theories, Michael uses Matson Money’s™ disciplined approach to lifelong investing to provide the individual investor with the academic foundation upon which to achieve peace of mind regarding investments. Michael makes his home in Tyler, Texas with his wife, Beverly, of 36 years. They have three successful daughters in their late 20's and a 10-year-old grandson. Michael and his family are active members of Green Acres Baptist Church as well as The Alzheimer’s Alliance of Smith Country and Senior Resource Committee of the Tyler Area Chamber of Commerce.