FINANCIAL PLANNING

  • INVESTMENT ADVISORY PLANNING

  • DEDICATED  WEALTH PLANNING

iNVESTMENT ADVISORY PLANNING

INVESTMENT PLANNING

 

When your relationship with one of our advisors commences, you will have the benefit of not only your advisors knowledge, but the backing of a team approach to managing your investments.  Our licensed advisor professionals will assist you in investing with a goal in mind, while you will benefit from years of portfolio management experience. 

ONGOING INVESTMENT MANAGEMENT AND ADVICE

 

Our investment advisory team and advanced technology will monitor your portfolio daily, automatically rebalancing it as needed, to help keep you diversified and allocated according to your goals and risk profile. You can review your portfolio anytime, and will have access to a advisor for support when you need it.

DEDICATED WEALTH PLANNING

PRIVATE CLIENT PLANNING

 

You receive ongoing advice coordinated by a dedicated advisor that considers the unique particulars of your situation, including retirement income planning, estate planning, and cash flow management. Your advisor gets to know your goals and develops a bench marked process that  proactively monitors your portfolio and your lifestyle needs to make adjustments as conditions evolve.

TOTAL CONTROL

 

You'll have total access—and the final say. Your advisor creates, monitors, and adjusts a sophisticated strategy that's tailored for you and your very specific goals. You stay informed, and you always stay in control. You will receive proactive scheduled communications on an ongoing basis to help you stay on track. This planning process is designed to consider every aspect of your overall financial picture.

Plan well, live well, at any stage of your life...


Planning adds structure and discipline to monitor the impact on your finances throughout varied financial markets, life changes and events.  Our comprehensive wealth planning process involves:

 
Building and maintaining wealth

You've worked hard and saved, now is the time to make your money work for you.  A vacation home, travel, a first class college education for a loved one, or an extraordinary retirement.

Retirement financial independence

Safeguarding and protecting your retirement assets allows you the resources to make an impact on your family, your community and your world.  This is the time that as you fulfill your dreams, you envision how after you are gone, the wealth you've accumulated lives on according to your wishes.   

CONTACT

EVERGREEN

CAPITAL MANAGEMENT

909 N 96th Street 

Suite 101

Omaha, NE 68114

402.392.1220

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through TradePMR, Inc. Member FINRA/SIPC. Advisory services offered through EverGreen Capital Management.