Evergreen Wealth - EGW

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Evergreen Wealth - EGW See important disclosures at www.egwadvisors.com

Evergreen Wealth, formerly Troxell Financial is a comprehensive financial services firm committed to serving individuals, executives, business owners, and company retirement plans.

Many investors focus on what they own, but few consider where they own it.Asset location is the practice of placing inve...
10/07/2026

Many investors focus on what they own, but few consider where they own it.

Asset location is the practice of placing investments in the most tax-efficient account. The right strategy can help reduce taxes and potentially improve after-tax returns over time without changing your overall investment allocation.

It’s not about earning more. It's about keeping more.

Yesterday, a few of the ladies from EGW enjoyed The Annual King’s Daughters Organization Luncheon and Style Show. This ...
10/06/2026

Yesterday, a few of the ladies from EGW enjoyed The Annual King’s Daughters Organization Luncheon and Style Show. This fundraising event brings the community together for a time of fellowship, food, fashion, fun, and of course SHOPPING to support the well-being of seniors in our community. Thanks King's Daughters Organization for a great day!

Life has a way of surprising us. Whether it's an unexpected car repair, a medical expense, or a temporary loss of income...
09/25/2026

Life has a way of surprising us. Whether it's an unexpected car repair, a medical expense, or a temporary loss of income, having an emergency fund can provide financial stability when you need it most.

As a general rule, consider working toward:
✅ 3-6 months of essential living expenses in an easily accessible savings account
✅ A goal that reflects your personal situation, job stability, and family needs
✅ Regular contributions, even if they're small. Consistency matters more than perfection

An emergency fund isn't about earning the highest return. It's about having peace of mind and flexibility when life doesn't go according to plan.

Trust vs. Will: What's the Difference?📜 A Will outlines how you want your assets distributed AFTER your passing and can...
09/17/2026

Trust vs. Will: What's the Difference?

📜 A Will outlines how you want your assets distributed AFTER your passing and can name guardians for minor children.
🔒 A Trust can help manage and distribute assets DURING your lifetime and after death, often providing additional privacy, control, and potential probate avoidance.

The right solution depends on your family situation, assets, and goals. In some cases, a Will may be sufficient. In others, a Trust can provide benefits that a Will alone cannot.

Estate planning isn't just for the wealthy. It's about ensuring your wishes are carried out and helping make things easier for the people you care about.

🎉 HAPPY BIRTHDAY, DAVE! 🎉Dave has somehow secured the coveted corner office by the back door, giving him the perfect set...
09/15/2026

🎉 HAPPY BIRTHDAY, DAVE! 🎉

Dave has somehow secured the coveted corner office by the back door, giving him the perfect setup for doing important work, dispensing unsolicited wisdom, and making a quick escape! We're not sure what Dave's secret is, but we're pretty sure it involves minimal urgency and maximum sarcasm.

We hope your day is filled with good food, good laughs, and absolutely zero people stopping by your office to ask you a “quick question.”

Cheers to another year with this guy!

Labor Day is all about celebrating the workforce, and the best way to honor hard work is to take a real break from it. S...
09/04/2026

Labor Day is all about celebrating the workforce, and the best way to honor hard work is to take a real break from it. So this weekend, we're wishing you a couple of cat naps.

Our office is CLOSED on Monday, September 7th. We will be back on Tuesday, September 8th - recharged, refreshed, and ready to get to work!

Wishing you a long weekend full of good food, good company, and zero emails. You've earned it.

Are you making the most of your 401(k)? Here are a few simple strategies that can help maximize long-term retirement sav...
09/03/2026

Are you making the most of your 401(k)? Here are a few simple strategies that can help maximize long-term retirement savings:

✔️ Contribute enough to receive the full employer match, if available
✔️ Increase your contribution rate each time you receive a raise
✔️ Review your investments periodically to ensure they align with your goals and risk tolerance
✔️ Consider annual contribution increases, even by just 1% or 2%
✔️ Stay invested during periods of market volatility and focus on your long-term objectives

If you're participating in a workplace retirement plan, taking a few minutes to review your contribution strategy today could have a meaningful impact on your future financial security.

🎉 Happy Birthday, Andrew! 🎉We’re grateful to have Andrew on the Evergreen Wealth team and appreciate the knowledge and d...
09/01/2026

🎉 Happy Birthday, Andrew! 🎉

We’re grateful to have Andrew on the Evergreen Wealth team and appreciate the knowledge and dedication he brings to our clients and our team each day.

Here's to a year ahead filled with love, family & friends!

Address

1200 Centre West Drive
Springfield, IL
62704

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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