Evergreen Wealth Management, LLC

Financial Planning Whether you are in the accumulation or distribution phase of life, we can work with you to build a financial plan to help you meet your goals. Below are some of the key areas that we can work with you on. Areas of Focus Retirement Income Strategies Charitable Planning Social Security Maximization Techniques Pension Maximization College Planning 401k reviews Small Business Retirement Savings Plans Asset Allocation Guidance Asset Location Strategies Tax efficient investment strategies Investment Management There are several steps in the investment management process. • Determine the proper mix of asset classes • Investment Category • Choosing Investments • Ongoing Reviews of the portfolio • Rebalancing