Retirement Planning

You Bring the Vision. We Help Build the Plan.
Whether you’re ready to retire or just getting close, we help make sure the pieces fit.

What Will Your Retirement Really Look Like?

Planning for retirement isn’t just about reaching a number—it’s about creating a life you’re excited to live. At Evergreen Wealth Management, we combine the personal touch of a trusted advisor with cutting-edge technology to help you navigate every stage of retirement with clarity and confidence. Whether you’re a few years away or already retired, we’re here to help you make informed decisions and feel prepared for what’s next. 

  • Social Security Timing
  • Tailored Retirement Strategy
  • Withdrawal Strategy & Tax Planning
  • Technology That Brings Your Plan to Life
  • A Human Advisor Behind the Tools

Social Security Timing

Maximizing Social Security benefits requires understanding the trade-offs of claiming at different ages. We’ll walk you through how different claiming strategies impact your overall retirement plan—and even join a conference call with the Social Security Administration to make sure you get clear, personalized answers.

Tailored Retirement Strategy

Every family’s financial situation is unique—like a puzzle with individualized pieces. While financial planning includes general rules of thumb, we help you create a custom strategy that reflects your values, lifestyle goals, and income needs. Whether you’re planning to retire fully, work part-time, or ease into retirement, your plan will be designed around you.

Withdrawal Strategy & Tax Planning

We help coordinate a tax-efficient withdrawal plan across your various accounts—such as IRAs, Roth IRAs, and taxable savings—so your income stays consistent and your tax bill stays manageable throughout retirement. 

Technology That Brings Your Plan to Life

We use eMoney, a secure and powerful planning platform, to model different retirement scenarios and track your evolving net worth and cash flow. You can view your full financial picture in one place, share documents securely, and collaborate with us in real time. 

A Human Advisor Behind the Tools

Technology is only part of the experience. What sets Evergreen apart is the personal connection and high-touch support behind every recommendation. We take the time to understand your concerns, answer your questions in plain language, and build a plan with you—not just for you. 

And while the numbers and analysis can be helpful in guiding decisions, we always listen first. Sometimes, the data may point in one direction—but what matters most is what feels right to you. Our job is to help you understand the trade-offs, then support the path that aligns best with your comfort, priorities, and peace of mind. 

See Your Plan Come to Life

This is just one example of how we turn complex planning into clear visuals.

We use powerful software to map out your retirement in real terms—so you can compare options, weigh trade-offs, and make informed decisions with confidence. The image below is a small sample of what you’ll see as we work through your unique plan together.