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

HOT TOPIC: Saving America's Storied Automakers

The White House agreed to a strings-attached loan package to help keep the Big Three out of bankruptcy. But will the measure help keep the U.S. auto industry from dragging down the U.S. economy?

What Employment Says About the Economy

As important as the national unemployment rate is, it’s only a small segment of the overall data collected on the nation’s jobs situation and the economy at large.

Life Lessons

Research shows that most people who own life insurance may not have adequate coverage. The real problem is that many of these people may not find out that they lack the proper coverage until it's too late.

Charity That Pays

By organizing your giving, you can make it more effective, allowing your largess to benefit not only the intended charity, but potentially yourself and your heirs. Two popular ways to structure your giving are charitable lead trusts and charitable remainder trusts.

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