Evergreen Financial Services
EFS
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EFS
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Our Most Important Resource Is Our People
EFS professionals are dedicated to serving our clients’
individual needs and supporting their efforts to manage the
complex challenges they face, while staying current with
technological advances and industry regulatory changes.
With technical experience in accounting and finance, the firm’s principals bring a combination of training and experience that meld into a discipline that applies to client situations from personal finance to SEC-registered corporate financial reporting.
For our individual clients, financial planning is often the beginning of our professional relationship. Defined as “a systematic approach to creating and preserving wealth through managing capital and minimizing taxes,” financial planning provides the basis of our analytical discipline. Our individual clients want a handle on:
• Cash Flow
• Tax Control
• Educational Needs
• Refinancing Concerns
• Investment Return
• Risk Management
• Estate Preservation & Distribution
• Retirement Build-Up & Distribution
Ultimately, our clients want peace of mind.
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