About Us |
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William Ernest Evans | Estate Planning and Retirement Specialist
I started this incredible journey over two decades ago when a friend asked: “What do you know about Revocable Living Trusts?”
“What’s that?” was my response! After researching the subject, I understood why my friend was asking. Now, I ask others the same question. I became a paralegal with a law firm and travelled across the great state of Texas sharing an important way parents can protect their assets and how to pass a legacy to loved ones. During my travels beginning in 1998, sharing and teaching the importance of Estate Planning, I began receiving questions from clients on how to protect the family’s retirement savings, especially from “Downturns in the Stock Market.” It was hard listening to the moms’ and dads’ stories of losing 20, 30, even 50% of their retirement funds. They worked long and hard to accumulate a retirement Nest Egg. They expected it to see them through years of retirement. They hoped to leave a legacy to their heirs. They lost their expectation and their legacy to a falling market. I felt their pain! From that moment forward I made it a priority to help! In April of 2000 I became a licensed insurance specialist in the state of Texas. I focused on creating a “Safe Money” program for both pre-retirees and retired individuals. It was a program that allowed them to sleep good at night, free from worry, knowing that their retirement funds were safe even through a huge downturn in the market. I named this company “Senior Texan Estate Planning Services” and set out to serve what is known as “The Greatest Generation.” I still serve them today and what a blessing it has been. In 2005 I created “Legacy Concepts” focusing on my generation, the “Baby Boomers.” Our ideals and goals differed from our parents, but our concerns remained the same: We all seek Safety and Protection of retirement funds. We all seek freedom to enjoy our golden years of retirement. Some two decades years later, I still have a passion to help others. Keeping the tradition going, I’m now serving “Generation X.” I love it! |
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
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Listen Every Week!
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When it comes to getting safer with your retirement, sometimes the
first step is the hardest. We want to make it easy for you and take away the anxiety and uncertainty that often comes with working with someone new. Now you can read all about Ernest’s safe money strategies and how he’s helped hundreds of retirees just like you. Did you know that Warren Buffet’s number one rule to investing is never lose money? He also has a second rule… |
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We Love To Meet New People!
Contact Us
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SERVICING
Corpus Christi, San Antonio, and surrounding areas |
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EMAIL
[email protected] |
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CALL US
(210) 833-7825 |
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