Why Evergreen?
Our mission means we are committed to seeing you through every stage of your financial journey, from the early years to the twilight years. When you choose Evergreen, you can count on the following.
Multi-Generational Approach
Evergreen Financial Alliances has a forward-thinking perspective that considers the financial well-being of your family for generations to come. In all our client relationships, we are committed to offering clients a transparent and educational financial approach.
Comprehensive Financial Services
Evergreen offers a full spectrum of financial solutions under one roof, helping to ensure, or committed to meeting your needs seamlessly.
From personal executive services to income protection insurance products, we do it all.
Holistic Financial Advising
Our all-encompassing financial guidance is where we truly shine at Evergreen.
We always consider every facet of your financial situation for a comprehensive strategy.
Coordination of Other Professionals
You can trust Evergreen Financial Alliances for streamlined coordination of various financial and advisory services, helping simplify your financial management process. We’ll work with your entire team, so you have a fully accurate picture of your finances.
Our growth-focused and inter-generational approach makes collaborating on their fiscal well-being not just a helpful process but even a fun one.
About Us
Our Aim
We make it our mission to provide outstanding financial advice and support for every stage of your life’s journey.
Like the evergreen tree that serves as our agency’s namesake, we grow with you – representing a system of support that thrives beside you.
Even when life throws curveballs or market volatility creates challenges, we’re committed to keeping your financial plan on a steady course.
Our History
Managing partner Marcie Linduff Plumbtree incorporated Evergreen Financial Alliances in the spring of 2022. Both seasoned veterans of the financial services profession, Plumbtree and Wilson, bring over 50 years of combined financial planning and income protection insurance expertise to their clients.
Soon after, Plumbtree brought Bill Greer and Mike McCall to round out the Evergreen leadership team.
Now with a financial planner representing every generation, our team is ready to work with you on your financial well-being.
How We Work
At Evergreen Financial Alliances, our approach to financial planning is a carefully structured four-step process tailored to your unique needs.
First, we begin with a thorough assessment, where we meticulously review your financial documents, risk tolerance, and goals. Next, your dedicated advisor formulates personalized financial strategies to align with your goals, ensuring a comprehensive plan that suits your objectives.
Finally, our continuous monitoring and periodic reviews help ensure that your financial journey remains on track, offering you the assurance of a secure and prosperous financial future.
If you’d like to see what it’s like to work with us, contact us for a complimentary consultation.