Challenging Life Transitions

We provide financial guidance when you need it most

Evergreen Wealth Services was established to provide financial guidance to individuals and families experiencing challenging, often unexpected, life transitions.  This is often an overwhelming time, physically, mentally and emotionally.  We start by listening to you and understanding your priorities.

Situations where we can provide experienced financial guidance include the following:

  • Death of a loved one
  • Declining health or incapacitation
  • Managing the finances for a parent or family member
  • Supporting dementia caregivers
  • Terminal illness
  • Sudden inheritances

Every client and situation is unique and the financial decisions you make today can critically impact your future.  We are committed to educating you about your financial situation and making wise choices.  We review your entire financial picture, provide you with workable recommendations and help implement those recommendations.  For example, we help you understand your investments and how to choose the right investment strategy. We also provide our expertise for retirement planning, budgeting, insurance review, charitable giving initiatives and estate and legacy planning.

Challenging life situations often require the support of your family and friends.  We can help you to establish and support open communication between you, your family and friends and other trusted professionals.  We are ready to help you successfully handle your challenging life transition with professionalism and compassion.


Financial Guidance For Dementia Caregivers

Senior Services To Know About

How To Talk To Your Parents About The Rest Of Their Life

Starting End-Of-Life Conversations Now

Steps To Take When A Loved One Passes Away (PDF)

The Windward Foundation (Provides support to families and caregivers touched by Alzheimer’s and dementia)

Retirement Planning

Estate & Legacy Planning

Education Planning

Investment Management

Charitable Giving

Employee Benefits

Tax Strategies

Insurance Review

Real Estate