Evergreen Advisors

MYPROPLANNER is a committed financial advisory firm dedicated to helping individuals achieve their financial goals through personalized, accessible planning. We believe everyone deserves access to sound financial advice, regardless of their circumstances or existing assets. Our team of experienced financial professionals works diligently to understand your unique needs, aspirations, and financial situation, tailoring our services to provide the guidance and support you need to build a secure financial future.

Our Core Values

At the heart of MYPROPLANNER lies a steadfast commitment to core values: integrity, transparency, and client-centricity. We believe in building enduring relationships with our clients based on trust, open communication, and a genuine desire to see them succeed.

Services Tailored to Your Needs

We offer a comprehensive suite of financial planning services designed to address the diverse needs of our clients. Our services are not one-size-fits-all, but rather, carefully crafted to suit your individual circumstances. Our services include:

• Cash Management and Budgeting: Taking control of your finances begins with a solid foundation. We guide you through effective cash management strategies and budgeting techniques to help you gain clarity on your income, expenses, and overall financial health. Our skilled advisors work with you to develop a personalized plan to address consumer debt, including credit cards, car loans, mortgages, and student loans, helping you move towards a more debt-free future.
• Investment Planning and Risk Management: Our goal is to help you build wealth while managing risk prudently. We collaborate with you to define your investment objectives, risk tolerance, and time horizon, developing a diversified investment portfolio tailored to your unique needs. Whether you're starting your investment journey or seeking a portfolio review, we provide expert guidance to optimize your investments and navigate market fluctuations with confidence.
• Education Planning: We recognize the significant financial investment involved in education. We offer comprehensive education planning services to help you navigate the complexities of financing your child's educational aspirations, including college savings plans, tuition management strategies, and scholarship opportunities.

• Experienced Stock Option Management: For those with stock options, we provide specialized advice on exercising, selling, or holding these complex instruments. Our deep understanding of stock options enables us to develop a tailored strategy that aligns with your financial goals and risk tolerance.
• Retirement Planning: Securing your financial future in retirement is a paramount concern. We guide you in determining the optimal contribution level for your retirement plan, considering factors such as your income, expenses, desired retirement lifestyle, and anticipated longevity. We provide insight into forecasting your future retirement income and expenses, helping you make informed decisions to ensure a comfortable and financially secure retirement.

A Commitment to Excellence

At MYPROPLANNER, we strive for excellence in all aspects of our services. Our team is dedicated to providing personalized attention, clear communication, and ongoing support to help you achieve your financial goals. We are committed to staying abreast of the latest financial trends and regulations to ensure you receive the most up-to-date and relevant advice.