WEALTH MANAGEMENT

Why EverGreen

Fee-Only Advisors

 

We work strictly on a transparent Fee-Only compensation arrangement; this eliminates any conflicts regarding the types of investments we select on behalf of our clients, so our interests are always in alignment with our clients.  We do not receive commissions for any investments.​

Investment Philosophy

 

Our client relationship is highlighted by solid wealth and investment planning; including an investment philosophy to keep the cost of investing low, maintaining a diversified portfolio and always investing for the long term.  Our goal is to deliver outstanding investment results and impeccable service to our clients thus creating long-lasting relationships.

Our clients are professional, self-employed, and retired individuals who seek a trusted advisor to help them plan and secure their financial future in good and challenging times.  Our clients are from many walks of life, but they all share a need for financial peace-of-mind as they pursue their life goals.​

 
 

Retirement Planning

 
We develop retirement planning strategies that incorporate the management of common retirement assets, like 401(k), 403(b), IRA's and Roth IRA's to allow our clients to plan for specific retirement income goals with maximum tax efficiency.  In addition to this process we also address how proper investment planning can create a lifelong income stream.

 

401k Rollover 401k Rollover

401k Rollover 401k Rollover

401k Rollover 401k Rollover

403b Rollover 403b Rollover

403b Rollover 403b Rollover

Wealth Management

Wealth Management

Wealth Management

Investing Investments

Investing Investments

Investing Investments

 

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IRA Rollover IRA Rollover

IRA Rollover IRA Rollover

IRA Rollover IRA Rollover

Investing Investments

IRA Rollover IRA Rollover

IRA Rollover IRA Rollover

IRA Rollover IRA Rollover

 

IRA Rollover IRA Rollover

IRA Rollover IRA Rollover

IRA Rollover IRA Rollover

 

 
 
 
 
 
Portfolio Management

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​When investing with EverGreen, you can be assured that you are investing in a diverse portfolio of investsments that are customized to meet your personal goal achievement.  We evaluate each client's overall situation, develop an appropriate investment program, and modify the program over time to reflect changes in the financial markets or in your unique situation.

Peace of mind begins with our comprehensive approach to reaching your goals. Your Financial Plan can address and give specific recommendations that apply to your unique financial situation, such as: 401k Rollovers, retirement analysis, risk management, investment asset allocation, college planning, estate planning, income tax reduction, and employee benefits planning.

Employer Retirement Plan Services

​EverGreen will provide a complete analysis to determine an appropriate retirement plan for your business. In establishing the right solution 401(k), SIMPLE, SEP, or Profit Sharing Plan, we work with you the plan sponsor and participants (employees).  

 

Our services are highlighted by regular due dilligence meetings with management to select appropriate investments based on performance changes and market conditions. We also provide employer/employee financial education through our Wealth & Wellness seminar programs.

Estate & Tax Planning

With the help of our professional partners, EverGreen will assist in evaluating your current tax strategy and arrangements regarding the transfer of your wealth to your heirs or chosen charities. With an eye on money saving opportunities, minimizing administrative burdens, and maximizing the value or your estate we will also work with your current professionals to formalize your strategy.

Risk Management

Because successful risk management is so essential to the success of your investment planning, we will assess your need for appropriate insurance solutions.

These solutions may come about in business succession planning, disability planning, key man insurance, and buy sell arrangements for our business owner clients.  We will also evaluate your families risk exposure by investigating your life insurance and estate planning needs.

Portfolio Management

Our portfolio management service allows you to set up your own account after sharing your investing goals, risk tolerance, and needs for retirement and planning.

 

The service gives you everything you need to monitor your financial holdings. Link all of your external financial accounts and get immediate access to a comprehensive view of all your accounts. Login securely from your desktop, tablet or mobile device 24/7.

Employer Retirement Services

​EverGreen will provide a complete analysis to determine an appropriate retirement plan for your business. In establishing the right solution 401(k), SIMPLE, SEP, or Profit Sharing Plan, we work with you the plan sponsor and participants (employees).  
 
Our services are highlighted by regular due dilligence meetings with management to select appropriate investments based on performance changes and market conditions. We also provide employer/employee financial education through our Wealth & Wellness Education Program.

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Risk Management

Because successful risk management is so essential to the success of your investment planning, we will assess your need for appropriate insurance solutions.

These solutions may come about in business succession planning, disability planning, key man insurance, and buy sell arrangements for our business owner clients.  We will also evaluate your families risk exposure by investigating your life insurance and estate planning needs.

EverGreen Capital Management is not affiliated with insurance companies or agencies, nor do they sell insurance products. 

Wealth Management

In addition to designing a customized portfolio, your dedicated advisor will design a financial plan specific to your goals and objectives.

 

This level of planning takes into account common things like 401k advice and retirement planning to tax efficient strategies, employer compensation and benefits, along with estate and legacy planning.

 

We design to meet your lifestyle goals. 

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Estate & Tax Planning

With the help of our professional partners, EverGreen will assist in evaluating your current tax strategy and arrangements regarding the transfer of your wealth to your heirs or chosen charities.

 

With an eye on money saving opportunities, minimizing administrative burdens, and maximizing the value or your estate we will also work with your current professionals to formalize your strategy.

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. 

CONTACT

EVERGREEN

CAPITAL MANAGEMENT

909 N 96th Street 

Suite 101

Omaha, NE 68114

402.392.1220