Evergreen Wealth Advisors, a subsidiary of McLean, Koehler, Sparks & Hammond, can help you find the financial security you’re seeking. In providing financial advisory services, MKS&H has selected a strategic partner whose values for service and quality match those of our firm. Our partners through Evergreen Wealth Advisors are known for their integrity, experience and service and are well respected in our community in the areas of asset management, financial and retirement planning. Here are some of the areas in which our clients receive guidance:
- Asset management - You’ll be carefully guided through a process that develops an investment plan tailored to your goals, risk tolerance and tax situation.
- Retirement planning - Our financial advisors can show you the best way to make your nest egg grow in order to provide you with a financially comfortable retirement.
- Education funding - With the predicted cost of a four-year college expected to multiply in the coming years, you need effective savings and investment strategies to fund your children’s education.
- Estate planning - Our advisors can guide you in setting up trusts, “gifting” to your heirs and applying other methods to ensure that the majority of your estate goes to the people and charities you choose, not to the government.
For more information, please contact:
Kathleen M. Davis, CPA
Email: kathyd@mksh.com
Phone: 301.662.2400
Fax: 301.695.7913