Evergreen Wealth Services

At Evergreen Wealth Services, we understand that life's transitions can be challenging, and navigating your financial situation can be overwhelming. As an independent, fee-only firm, we are dedicated to providing personalized financial planning and investment management services to individuals and families throughout all phases of life. Our team of experienced professionals is committed to helping you achieve a confident financial future.

Our Services

Our comprehensive services are designed to address the unique financial needs of our clients. From retirement planning to estate and legacy planning, investment management, charitable giving, and more, we offer a wide range of services tailored to meet your individual needs.

Retirement Planning

We understand that retirement is a significant milestone, and planning for it requires careful consideration. Our retirement planning services help you determine your overall financial situation, set attainable retirement goals, and establish long-term projections to keep you on track. We also provide post-retirement planning and monitoring to ensure your assets are aligned with your spending needs.

Investment Management

Our investment management services are designed to help you make smart long-term decisions. We work together to establish your personal investment objectives, risk tolerance, time horizon, tax considerations, and overall financial situation. We then design and manage an individually tailored portfolio that is reviewed regularly and adjusted as needed.

Tax Strategies

We understand the importance of tax-efficient planning. Our tax strategies are designed to help you minimize taxes, maximize savings, and achieve your financial goals. We work with you and your tax professional to evaluate and implement timely tax strategies, including tax-efficient withdrawals, required minimum distribution processing, Roth IRA conversions, charitable contributions, and capital gain/loss planning.

Estate and Legacy Planning

Our estate and legacy planning services help ensure that you have all the necessary documents in place in case of incapacity or death. We review and update these documents periodically to ensure they remain aligned with your goals. We also work with you and your estate planning attorney to carry out recommended plans and strategies for transferring assets to family, friends, or charities.

Charitable Giving

We believe in the importance of giving back. Our charitable giving services help optimize your charitable giving for tax purposes. We evaluate the impact on your taxes, determine gifting strategies, and select the best assets for gifting.

Insurance Review

Our insurance review services help you evaluate your life insurance and disability insurance coverage. We assess whether you have the proper amount and type of insurance to meet your needs, and provide guidance on adjusting your coverage as your life circumstances change.

Why Choose Us

At Evergreen Wealth Services, we are committed to acting in your best interests as your fiduciary advisor. We do not receive commissions or other incentives, and our only loyalty is to you. Our experienced team, comprehensive services, and personalized approach set us apart from other financial planning firms. Let us help you plan for a confident financial future.