Enduring Financial Guidance to Last a Lifetime
At Evergreen Financial Group, we want to help you create your personal success roadmap, designed to guide you to your desired financial destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you to navigate whatever financial complexities life happens to send your way. By offering ongoing education, we strive to empower you to confidently make decisions and to take an active role in your financial strategies.
Based in Syracuse, New York, we work with clients throughout the country. In everything we do, our goal is to passionately serve you by nurturing lifelong relationships built on trust and performance. Contact us
Helpful Content
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?