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Individuals & Families

“We truly believe one of the most caring things you could do for yourself, or for your family, is to plan financially. To be prepared for what life brings will not only lower stress, but improve your quality of life and the relationships you have.” -Stephen Evans

 

At Evans Wealth, we strive to create the right plan for a family or individual that will promote a financially comfortable and profitable future through planning out investments, retirement, and risk management. Take the next step in protecting you and your loved ones, and come in for a free, no obligation consultation today. It could be your most important step in insuring tomorrow. 

  We Provide

 

Protection Planning:

  • Financial needs assessment
  • Life insurance needs assessment
  • Disability income protection
  • Long term care insurance
     

Wealth Management:

  • Investment strategies
  • College funding strategies
  • Accumulation programs in preparation for retirement
  • Income replacement in retirement
  • Social security analysis
     

Estate Planning:

  • Estate tax minimization strategies
  • Charitable giving techniques
  • Wealth transfer strategies