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Our Services

At Evergreen Strategic Partners, we have the ability and experience to handle virtually any aspect of your financial situation. We can help you:

  • Analyze your current situation and implement a plan that puts you on a path to your long-term financial objectives.
  • Open and manage investment accounts (individually or through employers) that help you save for retirement and other financial goals.
  • Provide access to a wide variety of investment options offering you a broad choice in asset types and  fee structures, always with your risk profile in mind.
  • Manage the larger risks in your life through insurance programs that help protect your family, income, and retirement.
  • Prepare for your family’s educational expenses utilizing tax-advantaged accounts.

Service List

Below is a list of the wide array of services we can provide and product options we can give you access to.  How may we be of service to you?

Personal Wealth Planning

  • Asset Allocation Review
  • Client Financial Statements
  • Cash Flow Analysis
  • Income Tax Planning
  • Educational Cost Analysis
  • Insurance Needs & Policy Analysis
  • Estate Plan Analysis
  • Rent vs. Own
  • Buy vs. Lease
  • Mortgage Consulting
  • Business Succession Planning
  • Behavioral Coaching 

Qualified Accounts

  • IRA
  • Roth IRA
  • SEPs
  • 401(k)
  • 403(b) Plan - Catch up provision rules
  • Profit Sharing Plans
  • Defined Benefit Plans - Pension
  • Maximization Analysis

Insurance Strategies

  • Equity and Fixed Index Annuities
  • Fixed Annuities
  • Variable & Universal Life Insurance
  • Term Insurance
  • Whole Life Insurance
  • Disability Insurance
  • Long Term Care Planning

Advanced Tax Reduction Strategies

  • Employee Stock Option Plans (ESOPs)
  • Charitable LLCs
  • Captive Insurance
  • Capital Gains Tax Deferral

Investment Programs

  • Stocks, Bonds, Mutual Funds
  • REITs, BDCs, & UITs
  • Direct Participation Programs
  • Managed Accounts - Constrained & Unconstrained

Educational Accounts

  • 529 Plans
  • Educational IRAs
  • UGMAs
  • UTMAs

Advisory Accounts

  • Mutual Fund Wrap Accounts
  • Separately Managed Accounts
  • Active & Passive Strategies

Non-Qualified Accounts

  • Standard Brokerage

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