HOW CAN we HELP you?

Our experienced financial professionals can provide you with the services you need to help you realize your financial goals.


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

INDIVIDUALS

Holding a job, spending time with the family, and finding time for yourself can be a juggle. Don't let your financial strategy slip through the cracks. Our advisors can help you to:

  • Understand your current financial position
  • Create a strategy to help you reach your financial goals
  • Protect your family through life, disability, and long term care insurance
  • Prepare for retirement
  • Create strategies to minimize your taxes*
  • Estate planning strategies*

Contact us for a complimentary, no obligation financial consultation today.

*This information should not be considered as tax or legal advice.  You should consult your tax and/or legal advisor regarding your own situation.

Return to Top
 

 

 

 

 

BUSINESS owners

Part of running a successful business is understanding the financial choices available to business owners. At Evershore, we apply our expertise, resources, and tools to find long-term solutions that can help your business grow and succeed.

  • Business Financial Strategies
  • Key Person Life Insurance
  • Business Estate Planning*
  • Business Continuation
  • Employee Benefits
  • Health Care Plans

Contact us for a complimentary, no obligation financial consultation today.

*This information should not be considered as tax or legal advice.  You should consult your tax and/or legal advisor regarding your own situation.

Return to Top

 

 

 

 

medical PROFESSIONALS

Your job is to care of your patients' health. Our job is to help you take care of your financial health. A proper financial strategy can help you protect your family and your practice.

For you and your family:

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Annuities
  • Retirement Strategies
  • Estate Planning*
  • Asset Protection*

For your practice:

  • Group Life, Disability, and Long Term Care Insurance
  • Qualified Retirement Plans
  • Buy/Sell Arrangements
  • Business Succession Strategies
  • Exit and Transition Strategies

Contact us for a complimentary, no obligation financial consultation today.

*This information should not be considered as tax or legal advice.  You should consult your tax and/or legal advisor regarding your own situation.

Return to Top

 

 

 

 

 

families WITH SPECIAL NEEDS

Individuals with special needs are living longer than ever before. Parents and guardians not only need to prepare for their own lifetime, but the lifetime of their loved one as well. Evershore can help you develop a framework to take action and make critical decisions. The result is a personalized financial strategy that considers your entire family's future. It can help you achieve:

  • An easier transition for your family members when you're gone
  • Sufficient assets are available for your loved one with special needs
  • Eligibility of governmental benefits
  • The care and lifestyle you want for your loved one

Contact us for a complimentary, no obligation financial consultation today.

This information should not be considered as tax or legal advice.  You should consult your tax and/or legal advisor regarding your own situation.

Return to Top