Our Services

Business Planning

Insurance Services

  • Business continuation planning
    • Funding option analysis
    • Buy-sell strategies
    • Family business succession planning
    • Key person insurance
  • Executive fringe benefits
    • Executive bonus plans
    • Split dollar insurance
    • Deferred compensation funding
    • Salary continuation plans
    • Non-qualified executive fringe benefits
  • Employee benefit programs
    • Health, Life, & Disability Benefit Programs*
    • Voluntary Benefits

Investment Services

  • Qualified Retirement Plans
    • Defined Contribution
    • Defined Benefit
  • Non-qualified Deferred Compensation

Financial Planning Services

  • Core topics
    • Financial position review
      • Cash flow
      • Net worth
    • Protection review
    • Basic estate review
  • Goal-based topics
    • Financial position planning
    • Protection & insurance planning
    • Retirement planning
    • Education planning
    • Estate planning*
    • Investment planning
    • Income tax planning
  • Complex topics
    • Business evaluation**
    • Access to advanced planning specialists
    • Executive benefits planning
    • Business financial planning
    • Special needs planning
    • Financial Planning in Divorce Situations
  • Coordination with outside professionals
    • Accountants, Attorneys, Bankers, etc.
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Personal Planning

Insurance Services

  • Insurance needs analysis
  • Insurance strategies
  • Products offered include:
    • Life Insurance
    • Disability Income Insurance
    • Long Term Care Insurance
    • Auto, Home, & Umbrella Insurance*
    • Medicare Advantage & Medicare Supplemental Plans
    • Prescription Drug Plans*
    • Health Insurance Plans*

Investment Services

  • Portfolio analysis
  • Brokerage products
  • Investment advisory services
  • Products offered include:
    • Managed Accounts
      • Automatic Rebalancing
      • Tax Loss Harvesting
      • Regular Portfolio Reviews
    • Brokerage Accounts
      • Stocks, Bonds, Mutual Funds, ETF’s & UIT’s
    • Individual Retirement Accounts (IRA’s)
    • 529 Plans & Tuition Funding Programs
    • Fixed, Variable & Income Annuities

Financial Planning Services

  • Core topics
    • Financial position review
      • Cash flow
      • Net worth
    • Protection review
    • Basic estate review
  • Goal-based topics
    • Financial position planning
    • Protection & insurance planning
    • Retirement planning
    • Education planning
    • Estate planning*
    • Investment planning
    • Income tax planning
  • Complex topics
    • Business evaluation**
    • Access to advanced planning specialists
    • Executive benefits planning
    • Business financial planning
    • Special needs planning
    • Financial Planning in Divorce Situations
  • Coordination with outside professionals
    • Accountants, Attorneys, Bankers, etc.

*  Auto, home and umbrella insurance is offered by unaffiliated insurers. Some health insurance products and prescription drug plans offered by unaffiliated insurers.

*  Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA.  Consult them for specific advice on legal and tax matters.

** Evergreen Wealth Strategies does not provide qualified business valuations. For a qualified or certified business valuation, consult a properly credentialed appraiser.