At Evergreen Wealth Advisors, we offer a long list of services and investment vehicles to meet the needs of our clients.

For the individual investor:

• Financial Planning
• Estate Planning Assistance
• Tax Planning Assistance
• Investment Management
  • Customized Portfolios of ETFs and/or Mutual Funds
  • Continuously monitored fore real-time risk management 
• Asset Protection
  • Life Insurance
  • Long Term Care
  • Income Protection
  • Tax-Free Income Solutions
  • Life Insurance Retirement Plans (LIRP)

For small Businesses:

• SIMPLE IRAs (Savings Incentive Match PLan for Employees)
• SEP IRAs (Simplified Employee Pension)
• 401-(k)s
• Solo 401-(k)s
• Pension and Profit Sharing Plans
• Life Insurance Retirement Plan
• Retirement Solutions for Cannabis Industry with a LIRP