EverGreen’s mission is to use all of our experience and resources to help our clients reach their financial goals. We seek to build long term relationships and to be a partner in helping them enjoy their lives. Retirement Planning
We develop retirement planning strategies that incorporate the management of common retirement assets, like 401(k), 403(b), IRA's and Roth IRA's to allow our clients t
o plan for specific retirement income goals with maximum tax efficiency. In addition to this process we also address how proper investment planning can create a lifelong income stream. Fee-Only Advisors
We work strictly on a transparent Fee-Only compensation arrangement; this eliminates any conflicts regarding the types of investments we select on behalf of our clients, so our interests are always in alignment with our clients. Investment Philosophy
Our client relationship is highlighted by solid wealth and investment planning; including an investment philosophy to keep the cost of investing low, maintaining a diversified portfolio and always investing for the long term. Our goal is to deliver outstanding investment results and impeccable service to our clients thus creating long-lasting relationships. Our clients are professional, self-employed, and retired individuals who seek a trusted advisor to help them plan and secure their financial future in good and challenging times. Our clients are from many walks of life, but they all share a need for financial peace-of-mind as they pursue their life goals. Portfolio Management
When investing with EverGreen, you can be assured that you are investing in a diverse portfolio of investsments that are customized to meet your personal goal achievement. We evaluate each client's overall situation, develop an appropriate investment program, and modify the program over time to reflect changes in the financial markets or in your unique situation. Wealth Planning
Peace of mind begins with our comprehensive approach to reaching your goals. Your Financial Plan can address and give specific recommendations that apply to your unique financial situation, such as: 401k Rollovers, retirement analysis, risk management, investment asset allocation, college planning, estate planning, income tax reduction, and employee benefits planning. Employer Retirement Plan Services
EverGreen will provide a complete analysis to determine an appropriate retirement plan for your business. In establishing the right solution 401(k), SIMPLE, SEP, or Profit Sharing Plan, we work with you the plan sponsor and participants (employees). Our services are highlighted by regular due dilligence meetings with management to select appropriate investments based on performance changes and market conditions. We also include employer and employee financial education, where we offer ongoing educational seminars for participants, and personal advice. Estate & Tax Planning
With the help of our professional partners, EverGreen will assist in evaluating your current tax strategy and arrangements regarding the transfer of your wealth to your heirs or chosen charities. With an eye on money saving opportunities, minimizing administrative burdens, and maximizing the value or your estate we will also work with your current professionals to formalize your strategy. Risk Management
Because successful risk management is so essential to the success of your investment planning, we will assess your need for appropriate insurance solutions. These solutions may come about in business succession planning, disability planning, key man insurance, and buy sell arrangements for our business owner clients. We will also evaluate your families risk exposure by investigating your life insurance and estate planning needs.
