Privacy Policy


Our commitment to you, our valued Client(s), is that we will protect your privacy and live up to the following standards:

We will protect and safeguard any and all personal information that you share with us with strict confidentiality.

We will permit only Evergreen Financial employees, who are trained in the proper handling of information, to have access to your information.

We will not reveal client information to any external organization unless previously approved by you, the client, or by previous disclosure, or as required by law.

We maintain control of the confidentiality of client information. We may facilitate relevant offers from reputable companies on your behalf.  These companies are not permitted to share your information with any other organization or entity unless you have expressed an interest in their products or services.

We do not participate in providing client information to any marketing list services or organizations.  It is our guiding philosophy that your privacy, and confidentiality remain of the utmost importance within our firm.  We thank you for your business and for trusting us with your personal infomation.