Flat-Fee Financial Planning & Investment Management
Feel comfortable taking the next steps
toward a secure retirement
The road to retirement is no longer a
distant idea— it’s your next big step.
Now that you’re over 50, you want to make sure you get answers to your burning questions:
Are we doing everything we can to make our money last — without guessing?
Is our investment strategy built to handle what’s next — not just what’s worked in the past?
How much will taxes take from our retirement — and can we reduce the damage?
What We Offer
You’ve been preparing for retirement for years, and what was once a ‘someday’ goal is now today’s top focus. You’ve saved and done the hard work to step away from your job, but now need help putting your puzzle pieces together in a way that works best for you.
We’re here to help you:
Clearly identify your top priorities and discuss your ideal retirement
Outline your key milestones and the action items needed to reach them
Manage the investments of any accounts you choose to entrust to us
A Common Sense,
Transparent Approach to Fees
We take the fiduciary advisory approach one step further. Evergreen charges one flat-fee for all clients regardless of asset size. Our unique flat-fee model:
- Removes any incentives that could act against your best interests
- Allows you to choose which accounts you’d like us to manage, for a monthly fee of $525
- Makes you wonder why other firms quote their fees in percentages?
What Retirees Wish They Knew Before Taking the Leap
Download this free collection of real-life retirement stories gathered from years of client conversations. Learn how others navigated retirement — what worked, what surprised them, and what they might have done differently. “Get the Stories”.
Stories of Success
Confusion to Clarity
Cynthia is ready to retire from teaching and Dennis is happy in his career as a software engineer. They need help navigating their timeline & next steps.
Not Feeling the Love
Jane, a retired widow, has been working with an advisor for years, but feels more like another number as their firm grows. She wants to find someone with the right experience and commitment to help.
The Lone Wolf
Todd, a confident stock picker, realizes he has some blind spots with his finances. He wants someone he trusts to help with his tax and estate planning, while maintaining the spirit of his portfolio so that he has a lasting legacy for his wife and kids.
Face Retirement Confidently
With a Plan You Can Trust
Together, we will implement a clear, flexible plan that you can rely on through all markets.
Step #1
Start with a relaxed call — no prep required, just a simple conversation.
Step #2
If we’re a good fit, we’ll share more about us and dive deeper into your situation & goals
Step #3
We’ll present a financial plan & priority list, which you can keep for reference or implement with us