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IJD Evergreen offers financial advice for a fee to help people
make smarter decisions about handling their money. No commissions
or third party arrangements-just objective advice is offered.
We offer hourly advice (two hour minimum), portfolio design, retirement projection, and a comprehensive financial plan which includes the above plus cash flow analysis, insurance, income tax, and estate planning review. They can implement
their plan or get help doing it themselves. The price is based
on estimated hours of consultation and research and is determined
ahead of time.
Our Mission is to help clients:
 determine
their needs,
set realistic goals,
allocate resources
achieve
objectives in reasonable time
frames
Needs may include:
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Cash Flow Analysis |
Retirement
Capital Needs Analysis |
|
Insurance
Review |
College
Education Funding |
|
Current
Portfolio Review |
Estate Planning |
|
Portfolio
Asset Allocation |
Income Tax
Planning |
Who are we?
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Our
clients are Middle Income Americans |
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We
do not sell products, collect commissions, receive referral
fees or receive third party payment for advice or product
sales. |
|
We
offer a free 30 minute consultation to get acquainted
(by phone or in person) |
|
IJD
Evergreen is practical and geared for people under-going
life changes or for those who wish to fine-tune their
financial landscape. |
Contact
Information
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