Evergreen Financial

Independent Financial Planning

For almost two decades, our clients have trusted us to provide comprehensive financial planning services with only their best interests in mind.

When you team with Evergreen, you will get the same highly personalized service combined with expert, unbiased financial direction from advisors who understand your goals. Give us a call today, and let’s begin developing a sound and successful strategy for your total financial independence.

Employee Benefit Solutions


Evergreen Financial Services is an independent brokerage firm helping our clients design employee benefits that meet their specific needs. We have been guiding our clients through the complex benefits maze utilizing our experience to create
cost effective benefit solutions.
Calculators

Savings Accumulation

Estimate the future value of your current savings.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Newsletters

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

The Land of Income Mobility

In America, just about anyone who is dissatisfied with his income has the opportunity to roll up his sleeves and move into a different income bracket.

More Newsletters →