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Financial Planning Education
Financial Planning Education
Financial Planning Education

Wealth & Wellness

Financial Planning Education

Individuals who are financially sound and without significant money worries are happier and have more focus on their lifelong financial goals and purpose.

A growing number of companies have discovered that they can build employees' loyalty, increase their productivity and improve their job satisfaction by providing programs that help them achieve financial wellness. 

Individuals who experience money related worries tend to be less productive, less engaged, and often times find themselves combating health, family and other stress related problems.

Companies that offer some sort of financial wellness benefit could save $3 for each dollar they spend, according to a recent Consumer Financial Protection Bureau (CFPB) report.

The benefits of a thoughtfully implemented financial wellness program allows organizations and employers to realize an exponential return on their investment by a reduction of absenteeism, reduced turnover, increased individual performance and overall goal attainment due to the increase in focus and personal satisfaction.

57% of American workers have saved less than $25,000 for retirement, and 28% have saved less than $1,000.    Source: Employee Benefit Research Institute, 2015.

EverGreen Capital Management's Wealth & Wellness Program offers a series of Wealth & Investment Planning presentations aimed at educating groups on the benefits of a solid state of financial well-being, where they experience:

  • A sound understanding of 401k investing 

  • Retirement Preparedness Planning

  • Reduction on the dependance of borrowing from retirement savings 

  • Executive Benefits and Stock Options 

  • Retirement Income Strategies 

  • Wealth Transfer and Multigenerational Wealth Strategies

The central objective of the EverGreen Wealth & Wellness Program, is to help individuals gain awareness of where they are financially, provide them education for establishing financial goals and empowering them to change their behavior to achieve goals based on the choices they make as part of a comprehensive financial planning process. 


An emphasis of our program is also to commend those that have taken advantage of opportunities to accumulate wealth.  These individuals will find opportunities in advanced planning strategies to maintain retirement independence, and to preserve and transfer wealth.

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