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| Wealth Optimization |
Retirement Planning |
Estate Planning |
Protection Planning |
Tax Planning |
Account Protection |
WM Strategic Partners |
Reference Forms |
RBC Account Access |
| Protecting Your Assets |
| RBC Dain Correspondent Services, a division of RBC Dain Rauscher Inc., is the custodian firm for the Financial Consultants of Evergreen Financial Services. |
| RBC Dain takes great pride in maintaining a financial environment that offers safety for your account’s assets. Your account is reviewed and managed regularly by EFS, while RBC Dain maintains your assets to ensure the preservation of your earnings. When your account is maintained at RBC Dain, your assets are protected in the following ways: |
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• By the Securities Investor Protection Corporation (SIPC*); • By an additional policy purchased from Lloyd’s of London*; • By the capital and financial strength of RBC Dain. |
| Please note that neither SIPC protection, nor protection in excess of that provided by SIPC, covers a decline in the value of a customer’s assets due to market loss. |
| Custody & Safekeeping Your Investments |
| In today’s rapidly changing financial markets, you want the safety provided by a strong partner. RBC Dain provides the protection you need. We view the safety and security of your accounts’ assets as our most important responsibility, which is why EFS partners with RBC Dain. |
| We have additional information on the protection provided by FINRA, SIPC and RBC Dain. Should you have additional questions, your EFS Financial Consultant will be happy to answer them. |
| Securities offered through Gold Coast Securities, Inc. Member and SIPC |
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| © 2011 Evergreen Financial Services, LLC. All rights reserved. | |