Planning
Financial planning can help ensure you continue to live the lifestyle you’ve become accustomed to as well as reach your future financial goals. In addition to working with your advisor to build and maintain your financial plan, it’s important to be an informed investor. Evergreen Investments is committed to providing you with financial information that can help you invest and plan wisely. Ask your financial advisor for educational information prepared by Evergreen investments on the following topics.
Planning for Retirement
Market ups and downs can make even the savviest investor nervous. Learn how you can work with your financial advisor to set goals and build a comprehensive plan designed to minimize the effect of market volatility on your portfolio and help you reach your retirement goals.
Job Transitioning
A job transition presents short-term financial challenges, such as how to cover expenses or replace benefits. At the same time you’re faced with long-term decisions around how to handle retirement plan distributions or severance payments. By developing a strategy, you can meet short-term needs for income and liquidity, while protecting your long-term financial security.
Estate planning
Having an estate plan in place is one of the most important steps you can take on behalf of your family or your business. A solid plan can control your assets during your lifetime while also leaving a legacy to those people and institutions you care about most.
Equity Compensation
Stock options or restricted stock awards may factor heavily in your compensation plan, presenting some unique challenges for your overall portfolio. Learn more about the potential risks of holding concentrated positions, tax laws that may soon impact these holdings and how you can work with your advisor to diversify and maximize their value over time.
Selling a Small Business
Your business may represent a significant portion of your net worth as well as your main source of income. Having a sound strategy in place that considers the important issues surrounding your business sale will allow you to move toward the next stage of your life.
Learn more
Contact your financial advisor for advice on the right investment strategy for your specific goals.