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