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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Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
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Retirement Savings: Traditional, Roth, or Both?
How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?
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The Cost of Family Caregiving
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
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HOT TOPIC: The SECURE Act and Your Retirement Savings
A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.
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.