What do you wish to accomplish with your Money?

Wealth Transfer

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Wealth Management

Wealth Management

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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

 

One of the most noble gestures an individual can do is to give. And preparing your wealth and property for transfer to heirs or through charitable giving can be done most efficiently through proper planning.

 

Estate planning is a process that is best accomplished when done legally working with an estate planner that consults with your advisor.  The benefits of this process can allow you to control how your assets are used to provide for your care and eventually the care of others you care about.

 

Working with an EverGreen advisor, we can offer strategies that can prepare you for charitable giving and leaving a residual estate while still providing for your financial needs.  

What is your next financial objective?

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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.