Evolve Wealth Advisors offers comprehensive financial-planning services for individuals and families seeking help in achieving their long-term economic goals. We can provide such help with a goals-based financial plan tailored to the needs of each of our clients and based on informed decisions that will save them excessive costs in the near and long term. In addition, we will help create such a plan whether or not the clients take advantage of Evolve’s fee-based investment management services.
Evolve’s financial-planning clients range from small-business owners to individual executives and professionals to families with high and ultra-high net worth.
Our financial-planning services are especially appropriate for individuals and families that require independent expertise in formulating, analyzing and implementing their financial goals from a comprehensive viewpoint.
The typical family seeking a financial plan may be prompted by any number of factors: the desire to create a child’s college fund, the need to plan for retirement and its expected expenses, a death or marriage in the family, a desire to start a small business, or a wish to minimize income and estate taxes.
In helping a client create such a financial plan, a member of the Evolve team will review and analyze the client’s financial information and documents, including tax returns, bank and brokerage statements, investment portfolios, insurance policies, will, trust agreements, retirement and pension plans, annuity contracts, income records and current and expected cash flows.