What do you wish to accomplish with your Money?

Short Term Reserves

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

 

​​​​​​​​​​​​​​​​​​​​Before investing your hard earned income, maintaining an adequate amount of liquid reserves on hand is important.  

 

Many financial advisors may support the rule of thumb of 3 to 6 months of reserves on hand, but cash reserve is personal, and must be in line with your lifestyle.  

 

Once you have a handle on your comfortable amount of opportunity funds on hand, any additional capital in reserve can be invested for the potential of long term gains. 

What is your next financial objective?

Financial Success Survey

CONTACT

EVERGREEN

CAPITAL MANAGEMENT

909 N 96th Street 

Suite 101

Omaha, NE 68114

402.392.1220

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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.