Our Services

Money means different things to all of us. And what colors our attitudes toward it, or what we want from it, is a highly selective thing. That is why, at Evergreen Financial Associates, you will receive guidance and solutions that are custom tailored to your specific needs and unique situation. We do not offer the type of canned, boilerplate analysis that many of the big-name firms specialize in.

After establishing your goals and objectives, through our comprehensive, cross-disciplinary approach, we will evaluate and address issues in any or all of four major areas: estate planning, retirement planning, investment planning, and business succession planning. In the process, we will present you with recommendations and alternatives to consider—all the while explaining the pluses and minuses of each. Through an iterative approach to "trying on" each alternative, you will come to an informed and educated conclusion about which solutions you feel most comfortable implementing.

At many firms, this is where the work ends—you have a wonderful, bound presentation to gather dust on your bookshelf. What has been accomplished? Your plan needs to be implemented to be worth all of the time and effort you put into it. 

Here is where we shine: we will make sure that your plan is put into action! We will be with you, side by side, taking care of the details, so that your plan becomes a reality. And it doesn't stop there. We will monitor your plan periodically and make the necessary adjustments to keep you on track and to address any of the unforeseen changes that invariably occur in life. 

Your reward—and our mission—is unparalleled service and unparalleled financial peace of mind.

Because we work so closely with you, we tend to think of our clients as our friends. So don't be surprised if you ever get a phone call from us just to say hi.