Focused on Your Financial Success


At Evergreen Planning and Investments, we value our client's personal financial education.  We have created a website full of self-help financial tools to assist our clients in obtaining a greater understanding of their finances.  We believe that good financial decisions don't have to be confusing. We provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals.

We invite you to review our educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently, as is our calendar of events, which lists upcoming financial workshops that you may want to attend.
If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail me at or call 719.600.2228.