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At Evergreen Wealth Strategies...
Our Mission is to provide holistic advice that empowers our clients to achieve long-term financial success. We are committed to building lasting relationships with our clients based on transparency, integrity, and a deep understanding of their unique financial goals and aspirations.
We chose the name "Evergreen" to reflect our commitment to creating strategies that are timeless, durable, and resilient. Our approach is one that is designed to adapt and evolve over time, providing our clients with a dependable and sustainable path to achieving their financial goals.
Our experienced team combines innovative thinking and a blue-collar work ethic to deliver customized solutions that help our clients navigate the complexities of their finances and achieve their desired outcomes. We strive to help build and preserve wealth for generations to come.
Whether you are in the beginning, middle or final stages of your financial journey, Evergreen Wealth Strategies is here to help.
Individual Solutions
Retirement Planning
Retirement Planning
Retirement Planning
Allow us to sit down with you and look over your retirement plan, or create one for you. Do you have questions about your current plan? Are you wanting to set up a plan for a comfortable and secure retirement? By working with our professionals, you can gain peace of mind and have confidence in your financial future.
Financial Planning
Retirement Planning
Retirement Planning
Financial planning is about understanding your money, setting goals (like buying a house or retiring comfortably), and creating a roadmap to achieve those goals. It involves saving, investing wisely, managing risks, and regularly reviewing and adjusting your plans to help ensure financial stability and meet your objectives.
Investments
Retirement Planning
Life Insurance
Meet with us to set up an Investment account.
Let us help you make informed decisions about your money -- whether you are looking to save for retirement, buy a home, or grow your wealth. With our access to a range of investment strategies and products, we can help you find the right mix of investments to meet your goals.
Life Insurance
Long Term Care Insurance*
Life Insurance
Life insurance is a contract between an individual (the policyholder) and an insurance company, where the insurance company agrees to provide a sum of money (the death benefit) to the designated beneficiaries upon the death of the insured person. In exchange for this financial protection, the policyholder pays regular premiums to the insu
Life insurance is a contract between an individual (the policyholder) and an insurance company, where the insurance company agrees to provide a sum of money (the death benefit) to the designated beneficiaries upon the death of the insured person. In exchange for this financial protection, the policyholder pays regular premiums to the insurance company. Life insurance serves as a way to provide financial support and security to loved ones in the event of the insured person's death.
Long Term Care Insurance*
Long Term Care Insurance*
Long Term Care Insurance*
Long-term care insurance (LTC insurance) is a type of insurance designed to cover the costs associated with long-term care services for individuals who are unable to perform certain activities of daily living (ADLs) due to chronic illness, disability, or cognitive impairment. Long-term care services are typically not covered by traditiona
Long-term care insurance (LTC insurance) is a type of insurance designed to cover the costs associated with long-term care services for individuals who are unable to perform certain activities of daily living (ADLs) due to chronic illness, disability, or cognitive impairment. Long-term care services are typically not covered by traditional health insurance or Medicare, which is why LTC insurance can be important for individuals who want to prepare for potential future care needs.