Enduring Financial Guidance to Last a Lifetime
At Evergreen Financial Group, we want to help you create your personal success roadmap, designed to guide you to your desired financial destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you to navigate whatever financial complexities life happens to send your way. By offering ongoing education, we strive to empower you to confidently make decisions and to take an active role in your financial strategies.
Based in Syracuse, New York, we work with clients throughout the country. In everything we do, our goal is to passionately serve you by nurturing lifelong relationships built on trust and performance. Contact us
Helpful Content
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
How Income Taxes Work
A quick look at how federal income taxes work.
View all articles 
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
View all calculators
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.