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Manager Overview
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Evergreen Financial Planning provides objective financial and tax advice to families and small businesses from all walks of life. EFP is committed to helping clients achieve peace of mind and improve their lives by making the most of their financial resources. Not accepting commissions or any other outside compensation enables Evergreen Financial Planning to be completely objective, without any unnecessary conflicts of interest. Each client receives advice tailored specifically to their needs.
Services include:
One-time or ongoing advice
Financial checkups
Specific advice on a financial concern
Portfolio design and asset allocation
College planning and education funding
Tax advice and planning
Tax return preparation
Retirement Planning
Periodic reviews and plan updates
Budget Counseling
Estate Planning
Small Business Planning
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Experience & Disclosure
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My CRD Number:
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147386 |
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Firm CRD Number:
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147386 |
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Work Experience:
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Evergreen Financial Planning LLC, Marietta, GA
Sole Proprietor, Financial Planner, Registered Investment Advisor
07/07 - present
Pope HS XC Team
Treasurer
01/08 - 01/09
H&R Block, Roswell, GA
Enrolled Agent and Master Tax Advisor
11/05 - 04/08
Murdock Elementary School, Marietta, GA
Kindergarten Parapro
08/02 - 12/04
PTA
President, VP, various committees
1990 - 2009
General Electric, Lynn MA
Systems Analyst
1978 - 1989
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Academic Background:
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Bachelor of Science in Biology
Bates College, Lewiston, Maine
Taxation continuing education
H & R Block
Over 300 hours of continuing tax classes including Estates and Trusts,
Corporations, Sole Proprietorships, Retirement Plans, Employee Stock Options
Financial Planning Certificate Program
Emory University, Atlanta, GA
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Services
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Types of Investments:
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When Evergreen Financial Planning is engaged to provide investment advice, the Client's current financial situation, needs, goals, objectives and tolerance of risk are first evaluated. Our best judgement is used in making asset allocation and investment policy decisions to help the Client achieve their overall financial objectives while minimizing risk exposure. Diversification and asset allocation are key components of investment design. We believe that the appropriate allocation of assets across diverse investment strategies (stock vs. bond, large cap vs. small cap, high quality vs. high yield, foreign vs. domestic, etc.) is the primary determinant of portfolio returns and critical in the long-term success of financial objectives.
We employ fundamental, long-term, buy and hold philosophies and approaches in investment selection and implementation strategies. Recommendations provided are based on publicly available reports, analysis, research materials, computerized asset allocation models and various subscription services. In certain circumstances, advice may be provided to Clients interested in trading securities.
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Qualifications
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Certifications, Accreditations and Designations:
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Candidate for CFP® Certification
Enrolled Agent
member of Garrett Planning Network
member of NAPFA
member of FPA |
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Number of Advisors in Office:
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1 |
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Compensation
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New Client Minimum Portfolio Size:
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no minimum |
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Fee:
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Fee Only, Hourly as needed |
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Money Manager Articles
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