Your Financial Planning Experts - Pointing You In The Right Direction
Proudly Serving Clients Since 1967
It has been said that necessity is the mother of all invention. This timeless quote could never be more true when it comes to what we do at Evans Financial Group. Simply put, we educate and equip clients with tools to reduce their student, personal and business loans, lowering their tax burdens and improving their cash flow efficiency, while offering comprehensive planning strategies, as well as a host of business planning services designed to improve profitability and the net amount after taxes that owners receive when selling their businesses.
R. Travis Evans | MLERE, ASVC, CFP
Recently recognized as a best-selling author in four different business categories with Amazon.com, clients appreciate Travis' educational approach. Although Travis has held the CFP® designation for almost 20 years, he disagrees with mainstream financial advice which is inefficient and not designed to help veterinarians achieve their maximum economic potential. Utilizing his proprietary process, Economic Efficiency Engineering®, Travis helps clients not only avoid unnecessary investment risk, debt traps and taxation, but to also capitalize on little known planning techniques and safe opportunities for asset growth and protection…opportunities not offered through typical brokerage and banking institutions . Evans is one of less than 400 elite tax professionals to complete the American Institute for Certified Tax Coaches’ training academy leading to the Certified Tax Coach™ designation, and he is adamant about staying current with new legislation and the ever-changing array of solutions for his clients.
Between 1986 and 1991, Travis earned his bachelor’s and master’s degrees in 5 ½ years, while he represented Texas A&M as a scholarship athlete on both the football and rodeo teams. While in school, Evans was elected Fellowship of Christian Athlete’s Male Athlete of the Year in Texas and was a two time award winner of GTE’s Academic Achievement Award for student athletes. Widowed in 2005, Travis is the proud father of Landon and Emilie, and in 2011 was blessed to marry Kate Toomey, a fellow Aggie and owner of Life-In-Stride Riding Academy.
Robert D. Evans | RFC
After graduating from Texas A&M in 1965 and playing two season of professional football (Houston Oilers) , Bob began serving the veterinarians he respects and admires. Nationally recognized as a leader in providing risk management solutions to veterinarians, Bob has been the Texas A&M campus AVMA|LIFE Rep since 1968. Together with his son, Travis, Bob works to assist clients with customized, comprehensive wealth management and insurance planning solutions.
Bob and his wife Carlene have two sons - Travis and Chandler. He lives on his cattle and horse ranch on the Brazos River.
T. Landon Evans
Landon joined the EFG team full-time in 2016 after being around the business his whole life. He was brought on to continue the legacy of providing unparalleled service and personal attention to the firm's veterinary clients, and to facilitate greater integration between the Financial Planning and Insurance sides of the company. Landon is a licensed insurance agent who specializes in Life, Disability, and Health insurance. He is also an AVMA|LIFE Representative.
Landon attended Texas A&M University while also coaching high school football and playing in a country music band. He graduated in 2018.
Jessica is the 5th generation in a West Texas ranching family. Growing up she was taught the value of integrity, dedication, and hard work. Jessica earned a full scholarship on the Texas A&M Equestrian team and graduated from Texas A&M in 2005 with a B.S. in Agricultural Development. She went to work for an insurance brokerage, and then realized she could better serve her clients as an independent agent. In 2010, Jessica partnered with Bob Evans and his team, as it was clear all shared the goal of providing service that put the client first.
Jessica assists veterinarians with Group Health plans and Medicare Supplements.
A New Perspective on Financial Planning
If what you thought to be true turned out not to be true, when would you want to know?
When you pull back the curtains on traditional financial planning, you might be shocked to learn how limiting and inferior many of the recommended micro strategies are...when compared to verifiable macro economic principles that are less lucrative for the financial institutions and their brokers & agents.
Are you 100% sure you're going to have a great retirement or do you have some doubt?
Traditional financial advice hasn't worked. Just look around. The concepts and strategies that we teach at VetWealth are not mainstream. However, the verifiable truths we employ are life changing, allowing our clients to align their values with their money, maximizing what matters most to them.
| (979) 846-9476
Services That We Provide
Whether you have recently graduated from vet school with large student loans, or have numerous personal and business creditors, VetWealth can equip you with advanced software to determine the most efficient pathway towards complete debt reduction and financial freedom, optimizing your wealth building potential. We give more than lip service
to debt reduction…rather, we build it into every financial plan, saving our clients hundreds of thousands of dollars that would have been lost to financial institutions.
Proactive Tax Strategies
We understand that veterinarians need more than bookkeeping and historical accounting. As income increases, proactive tax mitigation becomes a critical and essential component of sound financial planning. From personal tax plans to engineered cost segregation and property tax reduction, we allow our clients to see a thorough savings assessment prior to any obligation to hire our team.
There are thousands of investment choices in the market place today. To help doctors make sense of it all, we equip veterinarians with information based on extensive research and experience, looking for proven money managers in good years, but even more importantly in the down years. We combine the proper choices into models available to help maximize your portfolio earning potential. Doing the due diligence first allows us to concentrate on your exact needs when we begin your financial planning process.
It’s one thing to develop a financial or wealth management plan; it’s another to make sure it continues to be executed successfully. As time goes by, your goals and needs may change, and we will work with you to ensure the plan and portfolios we recommend and implement are the best fit for your current situation.
Insurance and Risk Management
Veterinarians can save a small fortune on their insurance plans by working with experienced, independent fiduciaries. VetWealth advisors have a distinct advantage over other agents by being able to advise on AVMA benefits, as well as other highly rated and competitive companies.
Exit and Retirement Planning
VetWealth assists veterinarians to plan for the eventual transition into retirement, maximizing the after tax proceeds available to provide passive income streams in retirement. Utilizing proprietary methodology, we typically see substantial increases in retirement for those who implement our efficiency audits into their comprehensive plans.
General Questions or don't know where to get started? Contact the main office:
(979) 846-9476 |
Financial Planning (Retirement, Savings, College Funding, etc) :
Travis Evans | (979) 846-3570 |
Insurance (Health, Disability, Life, Long Term Care, etc):
Landon Evans | (979) 846-9476 |
6166 Imperial Loop | Suite 17 | College Station | Texas | 77845