Providing Safety, Creating Peace of Mind
At Evergreen Team Insurance Marketing, we specialize in creating personalized, safe, and straightforward retirement portfolios for our clients. Join us for educational seminars or schedule a one-on-one meeting to ensure your financial future is secure.
Financial Planning
At Evergreen Team Insurance Marketing, we want only what’s best for our clients. There are certain questions you need to ask yourself; Can your retirement strategy handle a stock market drop? Is your portfolio balanced and aligned with your specific goals and needs? We offer a holistic approach to creating personalized portfolios that match each individual client’s needs. Our approach can help keep your principal safe and offer a reasonable rate of return.** If you’re looking for a financial planner in Augora Hills, California, reach out to us today.
What Makes Us Different From Other Financial Planners?
Many financial advisors claim to care about their clients’ long-term stability, but do they really? We demonstrate genuine care for our clients’ safety. You deserve help from a financial planner who will guide you through your options step by step. We take the time to ensure you are fully educated so that you can make sound decisions. Additionally, we hold regular “checkups” with clients to discuss their strategy and if it may need adjusting. We also offer client appreciation events throughout the year for you to attend.
Educational Retirement Seminars
Our team secures restaurants to host our educational retirement seminars. Attendees at these events can enjoy a delicious (no-cost) dinner while learning about important topics. In our presentation, we’ll go over retirement options that can boost your confidence in your retirement future. In addition, you will learn about the state of tax laws, the stock market, and methods to protect your money.
Our Three Core Principles
Our three core principles when helping clients plan for retirement are:
Safety Comes First
As retirement approaches, your risk tolerance may decrease. Market downturns can cause retirement account values to fall. Protecting your principal becomes the new focus. We understand how important it is to secure your retirement savings, and that's why offering you "safe money" options is our number one priority here.
Reasonable Rate of Return:**
Do you have to forego the possibility of earning a respectable rate of return** to protect your principal? Quick answer: "No." We can offer you to options that earn you a reasonable rate of return** over time while protecting the money you contribute. Reach out to us to learn more about these options.
Keeping it Simple
Your financial decisions in the present will have long-term consequences for your future. Will you be able to retire comfortably? Do you have enough to last, or is it possible you might run out? With these questions in mind, it's understandable that many people feel overwhelmed. Fortunately, we can assist you in developing a retirement strategy that is simple and easy to understand, allowing you to hopefully feel more confident about your future.
Reach Out to Us Today
We hold educational seminar events and offer one-on-one meetings with clients. We can review your current retirement portfolio and discuss your options for protecting your money even in the event of a market drop. Let’s work together to find the right solution for you. If you’re looking for a financial planner near Augora Hills, California, contact us.