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), a 4-6 hour financial
physical, or a comprehensive financial plan covering five
modules. If a comprehensive plan is chosen, the client may
select a yearly retainer for on-going advice. 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:
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?
Our
clients are Middle Income Americans
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.
determine
their needs,