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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Caught in the Middle: The Sandwich Generation
Tips to help balance the competing demands of saving for retirement and providing financial support to adult children and aging parents.
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HOT TOPIC: Too Much Oil with Nowhere to Go
This article looks at the reasons behind crude oil’s price collapse and the larger issue of imbalance between supply and demand in the global oil industry.
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Municipal Bonds
Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.
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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?
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.