EVERGREEN LEGACY PLANNING

There's more to you than your balance sheet. You're more than financial data. And there are more important things than reducing taxes. (Though we think that's important, too.) We are committed to a life of fulfillment and joy, and we are committed to helping you create that for yourself... After we know what we're building, this is where we build it. When we understand the essence of your story and we've designed the framework to support it, this is where discovery becomes action and your legacy comes to life... It's easy to measure wealth in terms of money. It's easy to quantify. But your wealth is much more than your balance sheet. It has a history, a story. We believe it has a soul. Because it just didn't magically appear. It was earned. Built. It's part of who you are-a story full of purpose, hope, and opportunity. Along the way, there has been a cost associated with the accumulation of that wealth-time away from family, sweat, tears, sleepless nights. It was, is, and must be..

Also known as: Evergreen Legacy Planning, LLC

Primary location: Evergreen United States