Welcome To Evergreen Financial Group
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 advisors 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.
Newsletters
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Do ETFs Belong in Your Portfolio?
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
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Protection to Help Your Family
Explore the benefits of individual life insurance versus work-based coverage, and compare term and permanent policies.
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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Three Regrets of Retirees
More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.