WE EXIST BECAUSE OF YOUR DESIRE TO SUCCEED. 

 

Each day we come to work at EverGreen, we first understand that the assets we manage are your money. The advice and investment management decisions we make are tied solely to your goals and the successful achievement of your families lifestyle, retirement and legacy objectives.

 

OUR CLIENTS MATTER

 

To better serve the clients we work for, it is critical that in our initial discovery meeting we hold an in-depth personal conversation designed to extract an understanding of your goal, values, preferences, and vital relationships that will assist in proposing the right strategies that reflect what you care about most.   

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As this relationship grows, our better understanding of your needs, allows us to fine tune the holistic planning process that is implemented to meet your personal goals and expectations.  

 

INVESTMENT PLANNING AT WORK - COMMITTED, CONSISTENT, CAPITAL MARKETS

 

The financial markets most times can be far from consistent. But history (which is no indication of future success) can tell us that by utilizing high quality investments, the basic's of diversification and modern portfolio theory, along with a committed process of research and analysis, can lead to allocating assets in a way that when coupled with appropriate financial planning strategies, we can manage a course that can:

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• Establish and maintain appropriate cash flow levels

• Preserve and protect your accumulated assets

• Mitigate adverse tax consequences

• Create sustainable retirement income

• Provide a transfer of wealth to your heirs and charities you care about

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FINANCIAL PLANNING PROVIDES THE ROADMAP

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Once we learn where you would like to go, we will design a roadmap that provides the basis in which we deploy the strategy, for us, that is financial planning. Our planning can take on many unique formats, but unlike other maybe cookie cutter plans you have seen, our planning is flexible, its fluid, and mainly it is implemented for your success today.  MORE INFO ON FINANCIAL PLANNING >>