Evergreen Investments And Mortgage Services

We specialize 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. Investments: Bonds, Common Stock, Educational IRA, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Brokerage Accounts, Treasury Bills, Government Securities, Treasury Notes, Variable Annuities Financial Planning: Retirement Plans, Tax Plans, 401(k) Planning, 403(b) Planning, College Plans, Estate Plans, Money Purchasing Plans, Profit Sharing Plans Insurance: Disability Income Insurance, Life Insurance, Long-Term-Care Insurance Securities offered through Western International Securities (WIS) Member FINRA/SIPC Evergreen Planning and Investments and WIS are unaffiliated entities