Our Services
What We Offer
For many individuals and families seeking advice on their financial, tax, insurance, investment, or legal needs, they are forced to meet with different professionals. These professionals often operate in silos and they don't all collaborate on your behalf. In many cases, each of those professionals are just trying to sell their individual products or services.
The result is that you may have a lot of puzzle pieces — investment products, insurance policies, tax services, maybe even a will or a trust — but no picture on the front of the box to show how they all come together. That’s where we come in as skilled practitioners in all aspects of your finances and a processthat helps you meet even the most complex needs.
Financial Planning with The Bucket Plan®: Building a Strong Foundation
At Evergreen Wealth Advisors, we believe that sound financial planning goes beyond the retirement plan, which is why we take the time to truly understand your individual situation and goals. Guided by The Bucket Plan®, an innovative wealth management framework that takes your full financial picture into account, we learn what’s most important to you and use it to develop a unique financial plan that works for your life.
The Bucket Plan® uses a time-segmented method that helps ensure your money is positioned across three key time horizons, or “buckets,” for when you need it — now, soon, and later. As Bucket Plan Certified® advisors as well as former teachers, we make sure to prioritize educational guidance during every step of the process, empowering you with the knowledge you need to make informed decisions.
Tax Management: Helping You Keep More of What You Earn
Taxes impact every aspect of your financial life, and without proper guidance, you could be losing money unnecessarily, reducing your savings, and limiting your ability to maintain your lifestyle in retirement. Beyond just filing your taxes, we make proactive tax management a year-round priority, helping ensure that you’re making tax-smart decisions to help you keep more of your hard-earned money.
Asset Management: Growing Your Wealth with Purpose
Markets change, just like life, and your investments should, too. That’s why we don’t just set and forget your portfolio: we actively monitor and adjust it to keep pace with your evolving goals, risk tolerance, and financial needs. For your benefit, we also partner with some of the world’s largest asset managers to provide added strength and stability. Our hands-on management of your assets helps grow and protect your wealth while working to minimize taxes on your investments.
Legacy Planning: Protecting Your Legacy, Honoring Your Values
Legacy planning is a vital aspect of the comprehensive wealth management picture that goes beyond what you do with your estate. It helps make sure that your assets are protected, passed down according to your wishes, and used to support the people and causes that matter most to you. Without a clear plan, your loved ones could face unnecessary stress, legal complexities, and tax burdens that reduce the wealth you intended for them. We work with you to create a thoughtful, tax-efficient estate and wealth transfer plan, helping you secure your legacy in a way that reflects your values.
Protection Planning: Safeguarding What Matters Most
Unexpected events like illness, accidents, or economic downturns can threaten your financial stability, but with the right asset protection strategies in place, you can safeguard yourself, your loved ones, and your future. With us, your wealth management plan will consider diverse solutions for lifestyle protection, such as life insurance beyond a death benefit, long-term care insurance, Medicare planning, and more, so you and your family are covered no matter what life brings.