A seamless financial portfolio

With so many financial options available today, it can be difficult to discern what is best for you. Many take educated guess at what is best — resulting in a ‘piece-meal’ financial approach.

At Evergreen, we can specifically choose for you those products that will create a seamless financial foundation and encourage the growth of wealth.  Along the way, we will educate you about our research and the products we offer. We believe that education is crucial to your continued financial success and our long-term relationship.

With a holistic approach to your financial needs, Evergreen Financial can consult and advise you within these four key areas:

1. Insurance and Insurance Structuring
  • Individual Life
  • Individual Disability
  • Long Term Care Insurance
  • Survivorship Life
2. Insurance For Business
  • Buy Sell
  • Key Man
  • Cross Purchase

3. Financial Planning
  • Financial and Retirement Planning
  • College Planning (529 Plan)
  • Investment Strategies
  • Wealth Management
  • Strategic Allocation Models

4. Employee Benefits
  • 401(k)/ Simple IRA / SEP IRA Plans
  • Group Medical, Dental, Disability, Life