EVERGREEN TEAM
Working together to help families achieve financial confidence and success
SERVICES
Professional. Diligent. Ingenious.
FINANCIAL STATUS EVALUATION
The Path to Success
We help you review and diagnose your financial products reports, prepare asset and cash flow statements, and measure net income to assess debt liability, in order to build financial stability as a family or small business. Evergreen Team provides one-on-one financial counseling to all our members and clients by providing various strategies to control the risk of your investments and tax savings. If you need assistance in assessing your financial situation, feel free to contact us. We will have an expert to help you complete our survey so that our financial analysts can run a data analysis and provide you with specific results/recommendations for your current situation.
TAX SAVING SERVICES
Advanced Strategies
At Evergreen, we help and guide you through a full range of tax filing, planning and saving with strategies that legally minimize tax liabilities and keep you on track to reach your financial goals faster. Our expertise, experience, and thorough research allow us to optimize financial opportunities found in existing as well as recently altered tax laws. We are knowledgeable and up-to-date on tax laws and have the ability to help you expand your knowledge of taxes.
COLLEGE PLANNING
CFE Certified Financial Educator®
Our college planning program is designed to successfully guide students and parents through the complex college preparation, selection and funding process. In Evergreen, our experts work directly with families to establish an action plan that is personally developed for each student. This plan is critical for students to properly prepare for college. Additionally, we help students create a personal resume that will aid them in competing for valuable financial aids, awards, grants and other forms of assistance that may help offset college education costs.
COMPREHENSIVE
FINANCIAL PLANNING
Expert Guidance
Our Financial Services Team of Experts carefully listen to our clients like you and provide suggestions or solutions to your questions. We analyze and help you understand your needs and will customize your financial plans to best fit your needs including mortgage down pay, education funding, EB5, protection, retirement, tax saving, wealth transfer, et al., as well as diligently reviewing and updating your existing plans to help you reach your financial needs and goals.
PROTECTION REVIEW
Current Policy Review
It is imperative to have an expert to review your current policies and ensure they do not face coverage erosion or even terminate prematurely. Our financial analysts optimize investment strategies with changes in client’s risk tolerance and provide fact-based insights into variances and trends. As our client's business and family expand, so does the coverage. Our Team of Experts proactively reviews your policies to ensure you have the coverage you need today and satisfy your family's needs in the future. Evergreen Team specialists are always ready to respond in a timely and efficient manner to your inquiries and/or service requests.
