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