Lush green forest surrounding a clear turquoise lake.

Sunbeams shining through autumn forest trees

Lembert Dome and Tuolumne River in Yosemite National Park

Sunlight streaming through trees on a misty hillside

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Calculators

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Contact Us

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Videos

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Welcome To Evergreen Financial Group

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Evergreen Financial Group is dedicated to helping you achieve your financial goals. Our mission is to provide high quality and personalized services that will secure, retain and grow your wealth.

As independent Financial Professionals we are flexible and proactive. We pride ourselves in bringing institutional grade investments to individual investors.

Our firm is committed to a high level of individual service. We will work with you to create a custom tailored portfolio that will align with your financial objectives.

We encourage you to explore our site and learn more about us and our services. For a complimentary consultation please contact Evergreen Financial Group.

COMPLIMENTARY PORTFOLIO RISK ANALYSIS

Free Portfolio Risk Analysis

The best way to find out about what we do is to make an appointment!

Newsletters

HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

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What Is Value Investing?

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

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What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Don't Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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