Services

We Offer 6 Main Services

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

RETIREMENT PLANNING

We first meet with our clients to understand what service is needed.
Setting up a retirement plan (At no charge)
Rolling over a 401k/403b to an IRA
Opening a Roth or traditional IRA (Which is better and Why)

HAVE YOU RECEIVED A LUMP SUM OFFER?

If you have recently received a Lump Sum offer for an old job, we can calculate if taking a pension or Lump Sum payment is better.

COLLEGE SAVINGS PLAN

Savings for collage is very important, too many young people are coming out of college with too much debt and cannot start their lives. By putting a little money away automatically (as little as $ 50.00 per month) into a 529 or Coverdale collage (ESA) account when your children or Grand children are young the money will grow tax free if used for after High School education.

NON-RETIREMENT SAVINGS ACCOUNT

This is an account that you can out money away automatically (as little as $ 50.00 per month) to be used to replace a car, repair a roof, save for a down payment of a house or summer home

NEED A SPEAKER FOR YOUR ORGANIZATION OR CHURCH?

Need a speaker for your origination or church. Here is a list of topic that I can speak about:

Estate Planning Basics
An Introduction to Annuities
Variable Annuities
Retirement Basics
College Planning
Advanced Estate Planning
Planning for Long-Term Care
Investment Basics
Retirement Income Planning
Roth IRA Conversions
Financial Planning Basics
Special Needs Planning
Social Security
Women and Money
Your Employer-Sponsored Retirement
Plan
Retirement Savings Challenges for
Women
Business Continuation Planning

REQUEST A MEETING

Click Here to Request A Meeting

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

joe@evergreen-fa.com | 732-944-0411