Freedom Isn’t a Dream — It’s a Strategy.
Let’s Build Yours Together.
—“We help everyday families feel confident, protected, and at peace with their money — using smart, simple strategies that actually make sense.”
Personalized planning. Meaningful transformation. A strategy built just for you.
No pressure. No confusing language. Just clear, personalized guidance that actually makes sense.
You’ve Worked Hard for What You Have. Now It’s Time to Make It Work for You.
If you feel behind on retirement… overwhelmed by taxes… or unsure where to put your money safely, you’re not alone.
Most families were never taught how money works.
And traditional financial planning often leaves people confused or insecure about their future.
The wealthy use strategies that:
protect their income
reduce their taxes
grow tax-free retirement streams
build legacy and generational wealth
These strategies aren’t exclusive.
They’re simply rarely explained.
At Evergreen Wealth & Co., we make these tools accessible, simple, and personal—so you can move forward with clarity and confidence.
What We Help You Build
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Create tax-free income streams using properly structured IULs and safe, wealth-building vehicles the wealthy rely on.
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Your money works harder when less of it goes to the IRS.
We help you protect your income and optimize your tax future. -
Using annuities and secure vehicles, we design income you can count on for life — regardless of market volatility.
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Insurance isn’t just protection — it’s a strategic asset.
We help you use IULs and cash-value strategies to grow, protect, and pass down wealth.
A Clear, Simple Process That Meets You Where You Are
Financial planning shouldn’t feel overwhelming.
Our process is designed to take you from uncertain → confident in a way that feels natural, supportive, and easy to follow.
STEP 1 — DISCOVERY
We learn your story.
This is a real conversation — not a sales pitch.
You share your goals, your concerns, what keeps you up at night, and what you hope your future looks like.
We listen deeply so we can truly understand what matters to you.
STEP 2 — DESIGN
We build your personalized plan.
Using what we learned about your goals and values, we create a simple, clear, tax-efficient plan tailored to your life — not a cookie-cutter template.
Everything is explained in plain English, so you know exactly what’s happening and why.
STEP 3 — STRATEGY ALIGNMENT
We match your plan with the right tools.
Your customized strategy comes to life with the solutions that fit you best — whether that’s tax-free retirement planning, IULs, annuities, or wealth-protection strategies.
You’ll understand how each tool works and how it benefits your future.
STEP 4 — INTEGRATION
We make your entire financial world work together.
No more scattered accounts, confusion, or guessing.
We bring taxes, retirement, protection, and legacy planning into one simple, organized roadmap that supports your long-term freedom.
TEP 5 — ONGOING SUPPORT
We walk with you every step of the way.
As life changes — career, family, income — we adjust your strategy.
You’re never alone, and you never have to figure this out by yourself.
We're here to continue guiding, supporting, and simplifying..
Your strategy should evolve as you do — and we’re with you through every season.
Why Families Choose Us
We speak human, not financial jargon.
You get plain English, real conversations, and clarity.
We focus on you, not sales quotas.
No recruiting. No pressure. No one-size-fits-all solutions.
We specialize in wealthy strategies made simple.
Tax-free income. Protection. Guaranteed options.
Explained clearly and personally.
We lead with heart, not pressure.
Your story matters. Your dreams matter.
We treat your money with the same care as our own.
We help you build a life you’re proud of.
This isn’t about numbers—it’s about freedom, peace, and legacy.
Rooted in Family, Built on Legacy, Designed for Freedom
Evergreen Wealth & Co. started with a simple belief:
every family deserves access to the same strategies used by the wealthy.
After seeing so many hardworking people stay financially stressed or overwhelmed, we made it our mission to provide clarity, confidence, and empowerment.
Your future matters—and we’re here to help you protect it.
Real Families. Real Transformation.
“This was the first time a financial conversation actually made sense.”
“I finally understand how to use my money the smart way.
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“Adriana helped us protect our income and reduce our taxes. ”
You Deserve Clarity. Here Are the Most Common Questions:
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No. Most of our clients are everyday people who just want smarter strategies.
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Absolutely. We help you maximize what you have and protect it from future tax increases.
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Yes. We specialize in safe, secure tools designed to avoid market losses and protect your future.
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Not at all. We explain everything in clear, simple language that actually makes sense.