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

Group of four people hiking on a mountain ridge

Calculators

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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

Whats in Your 401k?

Contributing to your 401k can be a big step toward a more comfortable retirement, but its important to understand exactly what you are getting for your money.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?

Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

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Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

College Funding

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

IRA Eligibility

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

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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