Evergreen Financial Group

09/02/2026

When was the last time you looked at the content of your portfolio? Steps to consider here.

Time and market performance may subtly and slowly imbalance your portfolio.

08/31/2026

What do you need to know when the market experiences volatility?

When the market experiences volatility, it may be a good time to review these common terms.

08/30/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

08/28/2026

There are many factors to consider before tapping retirement money to pay for college.

There are three things to consider before dipping into retirement savings to pay for college.

08/26/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

08/24/2026

08/24/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

08/24/2026

We believe financial education and responsibility should start early — and that building wealth across generations begins with the right guidance.

I’m excited to share that my son, Corey Spina, has been a part of our firm as a financial advisor for over a year now. Corey brings fresh energy, a strong understanding of today’s financial landscape, and a passion for helping younger individuals take their first steps toward financial independence.

With younger clients, Corey focuses on:

Building healthy financial habits

Creating budgets and savings strategies

Navigating student loans and debt management

Introducing investment principles and retirement planning

Building confidence through financial education and open conversations

Whether it’s budgeting, saving, investing, or setting long-term goals, Corey is well-equipped to guide young adults and new investors. I’ll be working closely with him to ensure the same high level of support and insight our clients have always received.

If you have children, grandchildren, family members — or you’re a young professional yourself — now is the perfect time to begin the conversation. Corey would be glad to help with an introduction to financial planning and start building a strong foundation for the future.

Feel free to reach out or use the link below to schedule an appointment with Corey. Together, let’s help the next generation build lasting financial confidence.

Book and appointment:

Corey Spina
Financial Advisor | Evergreen Financial Group, LLC
Revmont Park South 1161 Broad Street Suite 318 Shrewsbury, NJ 07702
www.evergreen-fa.com
Cell: 862-226-6391 (No Texting) | Office: 732-268-5710 (Text or Call) | Fax: 862-217-2800
Email: [email protected]

08/23/2026

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.