Discover the benefits of Protection, Simplicity, and Reasonable Rate of Return** in retirement.
Secure Your Retirement Future
Are you looking for advice on saving for retirement near Agoura Hills, CA? Are you interested in the possibility of guaranteed lifetime income that cannot be outlived? Our simple and concise approach helps retirees protect their savings and secure their retirement future.
About Evergreen Team Insurance Marketing
With so many wealth management professionals out there, it can be difficult to know who’s right for you. Our team offers simple, clear advice to protect your money for the long term. We are dedicated to helping you protect your wealth and your legacy. When it comes to your finances and your retirement, we work hard to help you secure your future. Our experience in this area and our passion for long-term protection and planning shine through in all we do. If you’re near Agoura Hills in Los Angeles, California, reach out to us today.
Why Clients Work With Our Firm
Firstly, clients tell us they appreciate that we take the time to educate them on their options. Throughout the year, we offer multiple educational seminar events for you to learn more. What is “active” (as opposed to “passive”) money management? What steps can you take to protect your money from market loss? Attend one of our events to find out. Nothing will be sold at the event, and you are not obligated to make a follow-up appointment. These events are at no cost to you and often include a complimentary dinner as well. Nothing will be sold at the event, and there is no obligation to make a follow-up appointment.
In addition, we don’t try to be “all things to all people.” Instead, we provide a clear path to safety, simplicity, and a reasonable rate of return** in retirement. We believe in helping our clients build a solid foundation when saving for retirement.
Our Core Principles
Please Join Us
“Understanding Different Retirement Strategies”
A Complimentary Gourmet Dinner and informational seminar and insurance presentation
One way we help retirees prepare for retirement is to offer complimentary educational seminars. At these events, you can enjoy a gourmet meal while you learn important options for your retirement. In addition, we offer online events to enjoy from the comfort of your home.
NO products will be sold at the event and there is no obligation to make a follow up appointment.
Secure Your
Retirement Future
Join Us to Learn More
Learn more at one of our upcoming “Understanding Different Retirement Strategies” dinner seminars or online webinar events. Contact us to reserve your live or virtual seat today.
Our 3 Core Principles
- Safety First
- Reasonable Rate of Return**
- Keep it Simple
Get Educated
Is it possible to protect your retirement savings from market loss? Can you really get a reasonable rate of return** and safety of principal? Attend one of our educational seminars to find out. NO products will be sold at the event and there is no obligation to make a follow-up appointment.
Safer Retirement Strategies
Limited availability of traditional retirement income sources, such as defined benefit pension plans, alongside increased costs of living, whether in the area of health care or simply because Americans are living longer, has placed a greater responsibility on Americans to save for their future. The markets often present challenging times to those trying to plan for their future. Uncertainties can make it difficult to feel good about retirement strategies. However, we can help guide you in the process of investing and saving for retirement. We have an “active” approach to money management, and can offer tools to help you feel confident about your retirement savings strategy.
Come Join Us
Attend an upcoming seminar or webinar.
Or simply call us to learn more. We’re here to help find the right retirement strategy for you.
