Robert E. Evans, CLU * ChFC * LUTCF
Chairman & Founder
Bob has a proven record of helping people plan for retirement. He has implemented strategies to assist seniors in accumulating retirement income and planning to help ensure that you don’t outlive your savings. He also acts as a consultant to executives on developing programs to help ensure retirement will follow their dreams, and that their families won’t suffer by lack of planning.
You may have seen Bob’s articles in Money Magazine or Worcester Business Journal, or perhaps you have heard him on WTAG’s "Money Talks." He has also been a source for retirement planning articles in the Boston Globe, and the Worcester Telegram & Gazette, and the business insurance text used nationally by the American College’s LUTC programs.
Bob founded FMG Financial Services Inc. with Mike Hanley in 1988, after spending the previous 20 years representing a major financial services carrier. He has a BS degree in Insurance, along with Chartered Life Underwriter and Chartered Financial Consultant designations which were the culmination of seven years of study and multiple exams.
Bob is a Registered Representative through Kestra Investment Services, LLC and an Investment Advisor Representative through Kestra Advisory Services, LLC and is positioned to serve the planning needs of his existing and potential clients.