Typical Services Include:
Financial & Retirement Planning: Comprehensive planning of the appropriate financial strategies required to accumulate & manage assets to put the right plan into action. Estate Planning: A specialization of financial planning that coordinates the financial, tax and legal elements of your overall plan for the benefit of your heirs. Financial Planning for Employees in Trans
ition: In today's rapidly changing job market, people in job transition will have special considerations in managing gaps in benefits, consolidating of retirement accounts and short-term cash flow needs. Life Insurance, Disability and Long-Term Care Planning: Recommendation of appropriate tools that address your specific needs. College Planning: Creating the right combination of tax favored financial tools for parents and grandparents to successfully fund future college needs in a rapidly changing environment. Registered Representative, Securities offered through Cambridge Research Inc., A Broker/Dealer, Member FINRA/SIPC, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. Cambridge and Evergreen Wealth Managers LLC are not affiliated.
