Our Services


Evergreen Planning and Investments offers independent financial management and advice in the following key areas:

Investment planning
Risk management
College funding
Retirement planning
Estate conservation.
Mortgage Financing
Real Estate Investing

Our services are designed to help you answer the following questions:

How can I get more from my investments?
How can I reduce my exposure to risk?
How much money will I need to live comfortably in retirement?
Am I saving enough?
What is the best way to save for college?
How can I help reduce estate taxes and preserve more of my assets for my heirs?
Do I have the right amount of life insurance?
Is my home mortgage aligned with my long- and short-term financial goals?
Is real estate a good investment?