Covington, Kentucky

Evergreen Advisors Inc.

Free Financial Planning, Investment Advice at a Reasonable Price

Evergreen Advisors Inc.

40 West 5th Street
Covington, KY 41011
(513) 784-9150
Evergreen Advisors Inc., Financial Planning, Finance, Covington, Kentucky

Whether it’s planning for retirement or saving for a child’s college education, everyone has investment goals that matter. The necessity of having ready access to professional financial advice at affordable rates is why Evergreen Advisors, Inc., in Covington, Kentucky launched. The team of wealth advisors are dedicated to looking out for the best interests of their investors.

Evergreen Advisors, Inc. offers several services that appeal to every aspect of your life, including:

  • Retirement Planning: There are many aspects to creating a plan to save for your golden years. Many people may believe that as long as they are contributing to their retirement plans, their financial planning is complete. Let the financial consultants at Evergreen Advisors help you see if you are really contributing enough to retire comfortably and to come up with a retirement plan that will fit your lifestyle.
  • Investment Planning And Risk Management: Need assistance moving some of your savings to a more diversified portfolio, or do you want to review your current portfolio to see if you're getting the maximum amount of return for your investments? The team of financial planners at Evergreen Advisors will go over your goals to make it happen, including making strategic moves for education planning and stock option management.
  • Cash Management And Budgeting: Having a realistic plan to pay down debt is an essential component of financial planning. Evergreen Advisors, Inc. specializes in creating custom debt management plans to manage credit card debt, car payments, mortgages and school loan debt.
  • Estate Planning: Many people don't have an estate plan or will. The danger here is the state may have the authority to name guardians for your children in the event that something happens to you. Evergreen Advisors, Inc. will record your wishes in a living will, which is a legally-binding document, so you can feel at ease about your family's security.

Evergreen Advisors, Inc. is committed to offering financial planning that won’t break your budget. 

For $99 a month, the following services are available through the MyProPlanner membership program:

  • Accessibility: With Evergreen Advisors' MyProPlanner, you'll have on-call access to a financial advisor any time you need help.
  • A Plan: The advisors at Evergreen will help you come up with a financial plan for all your big investments and savings.
  • Annual Reviews: Each year, you will have the opportunity to revisit your plan and go over any changes you'd like with an expert advisor.
  • Real-World Issues: Your Evergreen Advisor will be up-to-date on real-world developments, so you can make informed decisions about your finances that are relevant to a constantly evolving economy.
  • Feedback On Your Money Matters: Mortgage options and 401(k) allocation are just two examples of the types of financial matters you can discuss with your Evergreen advisor.
  • Preparation: Your financial advisor will help you prepare a will, declare a healthcare power of attorney, and other LegalShield services.
  • Opportunities: Want to know about great investment opportunities but aren't sure where to find them? Your Evergreen advisor can help you find the best investments for your money.

Together, the team of wealth advisors have more than 100 years of financial planning experience with strong community ties in Cincinnati and Northern Kentucky. They all share the same vision of helping investors make the most of life’s milestones.

When you’re ready to take charge of your financial future, call Evergreen Advisors, Inc. at (513) 784-9150 or visit the website to arrange a consultation.

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