Evergreen Wealth Services provides financial planning and investment management services to individuals and families throughout all phases of life, with a focus on challenging life situations/transitions, such as the loss or incapacitation of a spouse, terminal illness or adult children taking responsibility for their parents' finances.
Whether you've had to take control of the finances for yourself or a loved one, want to know if you're on target to retire, or want financial advice during retirement, let us help you plan for your financial future.
Whether you've had to take control of the finances for yourself or a loved one, want to know if you're on target to retire, or want financial advice during retirement, let us help you plan for your financial future.
Services
Pre-Retirement: Retirement is a big decision. We determine your overall financial situation to set attainable retirement goals, establish long-term projections to keep you on track, and monitor your assets so you are confident as you move towards retirement. Post-Retirement: Planning and monitoring should continue in retirement.
Michael Fuhr, CFP is a CERTIFIED FINANCIAL PLANNER and Founder of Evergreen Wealth Services, a fee-only (no commissions) financial advisory firm in Mooresville, North Carolina. Before opening his own firm, Michael worked for many years at an independent wealth management firm in Northern Virginia, serving for several years as a Senior Financial Advisor and Chief Operations Officer.
We believe that financial planning is the cornerstone of your financial success. Financial planning starts with your unique goals and objectives. Evergreen Wealth Services helps you understand your overall financial situation, set attainable financial goals, create and monitor a financial plan, implement recommendations and reevaluate regularly.
Evergreen Wealth Services will guide you towards your specific retirement path. We do this by determining your overall financial situation to set attainable goals; prepare long-term projections to keep you on track with your retirement goals; and assess your assets to help you feel confident in your financial future as you move closer to retirement.
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