INDIVIDUAL SERVICES

Evergreen has over 17 years of experience performing financial planning and investment management for individuals and families just like you.  

 

We cover an individual's entire wealth spectrum which may include, Individual & Joint accounts, Traditional and Roth IRA's, Trust accounts, Estate Planning,  Insurance Reviews including annuities, Life, OFF Marketplace health plans, ON Marketplace health plans with subsidy analysis, long term care, disability, charitable activity, private business planning and more. 

Managing your wealth does not need to be complicated.  The only relevant metric of success is your desired outcomes.  Clearly defining your desired outcomes and properly aligning your plan is the first step toward financial success.

 

INDIVIDUAL SERVICES

Comprehensive Planning

Have you considered your financial decisions relative to your life goals?  Have you organized and properly shared them with your spouse and family?  Do you have a trusted team ready to handle the unexpected? 

Investment Management

The best way to maintain a long term focus is through clear risk / return / outcome identification.  By selecting the appropriate alignment from below and understanding the design you will be able to better focus on the long run.  We aim to help you align comfort levels with realistic expectations to achieve your desired outcomes.

Ongoing Review and Advice

Need help developing a budget? Do you need help managing cashflow in retirement?  Is their debt you want to get rid of and need advice?  We help individuals and families with these kinds of questions all the time. Let us help you!