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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Behavioral Biases That Can Lead to Costly Mistakes
Learn about six blind spots that can lead to regrettable portfolio decisions (and how investors might avoid them).
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Investing in UITs
A Unit Investment Trust is structured differently than a mutual fund or ETF. Could its unique features help you ladder your investments?
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Putting Your Nest Egg in Three Baskets
Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
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Consider Market Caps for Diversification
2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.
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.