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Navigate the Unknown With Confidence

At Evershore Financial Group, we leverage specialized advice and our deep well of experience
to help guide you and your family in every aspect of life.

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<em><strong>Bringing Balance</strong></em> Through Specialized Teamwork

Bringing Balance Through Specialized Teamwork

Take a moment to think about the ocean. Though the outward appearance seems uniform, beneath the surface is anything but. The denizens of the deep, from microscopic plankton to building-size whales, cooperate to maintain a healthy ecosystem. These creatures don’t operate in a vacuum. Rather, they each have a specific role to ensure that they survive and thrive. At Evershore Financial, we take these lessons to heart. We work together as a team to bring balance to your financial ecosystem.

A Focused, Partner-Oriented and <em><strong>Educational Approach</strong></em>

A Focused, Partner-Oriented and Educational Approach

Your financial situation is similar to that of the oceans. Specifically, your finances don’t operate in a vacuum. Rather, they’re dependent on where you are in life, what you need now, and what you might need in the future. The good news? Much like ocean creatures, you don’t have to figure any of that out by yourself. Evershore’s highly experienced and specialized team stands ready to partner with you on developing and maintaining your unique financial plan.

<em><strong>A Boutique Mindset</strong></em> with Large-Office Capabilities

A Boutique Mindset with Large-Office Capabilities

With Evershore as your partner, you enter a world of personalized, specialized service, backed by the resources of a nationally recognized company. This allows us to work with you. Our real-world, highly skilled team, with help from your input, will assist you in building and maintaining a financial strategy that supports you through every aspect of life.

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Confused About Financials? We Can Help

The world of financial services can be daunting. Evershore’s knowledgeable and experienced specialists will help you pinpoint quality services and strategies, helping you to reach your financial goals. Here’s what we offer:

Financial Planning

Our first step is to sit down with you to understand your finances. This includes a financial needs analysis involving your cash flow, expenses and budgets. With this information, we help you create a unique financial strategy.

Investment Management

Our two-fold investment process involves your goals and objectives input. Then we work with you on a flexible path to meet them. Our suite of quality, proven products includes stocks, bonds, mutual funds and savings accounts.

Business Planning

Improve and maintain the value of your business with advice from our seasoned professionals. Proven strategies aid in employee recruitment and retention, valuations and succession plans. Unique businesses we serve include medical, professional and sales

Tax Planning

Taxes are an inevitable part of life. But they don’t have to erode your wealth. Our financial tax specialists outline strategies and tax-advantaged investments to help you keep more of what you earn and invest.

Estate Planning

Keep your assets and wealth intact when passing them to future generations. Our estate planning experts will work with your accountant and attorney to ensure that your financial holdings are distributed in accordance with your wishes.

Retirement Planning

Retirement planning ultimately comes down to your post-work life. Our specialists can walk you through what that life looks like, the resources you’ll need to support it, and a suite of products to help you get there.

4 Critical Social Security Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about  important Social Security facts and what you should know as an investor.

Helpful Content Designed to Improve Your Financial Literacy

Begin your journey towards improving your financial literacy by delving into our carefully curated resources.

Risk Perspective

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
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A Meal for All Generations

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.
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Medicare Advantage 101

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.
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Learn How to Stay Calm Amidst Market Volatility

In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.

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