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Monday 8am - 4:30pm Tuesday 8am - 4:30pm Wednesday 8am - 4:30pm Thursday 8am - 4:30pm Friday 8am - 4:30pm

Evergreen Wealth - EGW

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Springfield, IL
Evergreen Wealth - EGW

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See important disclosures at www.egwadvisors.com

Evergreen Wealth, formerly Troxell Financial is a comprehensive financial services firm committed to serving individuals, executives, business owners, and company retirement plans.

10/23/2026

Well, we're a little lost for words! What a gift to see you all. THANK YOU.

10/22/2026

Exciting things are happening! 🎉

We’re pleased to welcome two new faces to our growing team:

Taylor Mikell | Associate CIO
Dan Bolt | Associate Wealth Advisor

The expertise and perspective Taylor and Dan bring to Evergreen Wealth will be incredibly valuable and we look forward to having them alongside us as we continue serving our clients and growing together.

Welcome to the team, Taylor and Dan!

10/20/2026

For married couples, Social Security is often one of the largest retirement assets they own.

The age at which each spouse claims benefits can have a significant impact on lifetime retirement income. In some cases, a thoughtful claiming strategy may increase benefits for both spouses while also improving survivor benefits.

Understanding your options before you file can make a meaningful difference. Let us know if you'd like to chat.

10/13/2026

Every workplace has a story their retirement plan tells.

Age distribution, participation rates, and retirement saving patterns can reveal important insights about future hiring needs, succession planning opportunities, and employee financial wellness.

Is you company prepared for what's next? Learn more: https://www.egwadvisors.com/blogs/what-your-workforce-demographics-may-be-telling-you

10/07/2026

Many investors focus on what they own, but few consider where they own it.

Asset location is the practice of placing investments in the most tax-efficient account. The right strategy can help reduce taxes and potentially improve after-tax returns over time without changing your overall investment allocation.

It’s not about earning more. It's about keeping more.

10/06/2026

Yesterday, a few of the ladies from EGW enjoyed The Annual King’s Daughters Organization Luncheon and Style Show. This fundraising event brings the community together for a time of fellowship, food, fashion, fun, and of course SHOPPING to support the well-being of seniors in our community. Thanks King's Daughters Organization for a great day!

09/25/2026

Life has a way of surprising us. Whether it's an unexpected car repair, a medical expense, or a temporary loss of income, having an emergency fund can provide financial stability when you need it most.

As a general rule, consider working toward:
✅ 3-6 months of essential living expenses in an easily accessible savings account
✅ A goal that reflects your personal situation, job stability, and family needs
✅ Regular contributions, even if they're small. Consistency matters more than perfection

An emergency fund isn't about earning the highest return. It's about having peace of mind and flexibility when life doesn't go according to plan.

09/17/2026

Trust vs. Will: What's the Difference?

📜 A Will outlines how you want your assets distributed AFTER your passing and can name guardians for minor children.
🔒 A Trust can help manage and distribute assets DURING your lifetime and after death, often providing additional privacy, control, and potential probate avoidance.

The right solution depends on your family situation, assets, and goals. In some cases, a Will may be sufficient. In others, a Trust can provide benefits that a Will alone cannot.

Estate planning isn't just for the wealthy. It's about ensuring your wishes are carried out and helping make things easier for the people you care about.

09/15/2026

🎉 HAPPY BIRTHDAY, DAVE! 🎉

Dave has somehow secured the coveted corner office by the back door, giving him the perfect setup for doing important work, dispensing unsolicited wisdom, and making a quick escape! We're not sure what Dave's secret is, but we're pretty sure it involves minimal urgency and maximum sarcasm.

We hope your day is filled with good food, good laughs, and absolutely zero people stopping by your office to ask you a “quick question.”

Cheers to another year with this guy!

09/09/2026

Offering a retirement plan is no longer simply a perk. For many organizations, it has become a strategic business decision: https://www.egwadvisors.com/blogs/the-hidden-cost-of-not-offering-a-retirement-plan

Address

1200 Centre West Drive
Springfield, IL
62704

Opening Hours

Monday	8am - 4:30pm
Tuesday	8am - 4:30pm
Wednesday	8am - 4:30pm
Thursday	8am - 4:30pm
Friday	8am - 4:30pm

Website

http://www.EGWadvisors.com/

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