Welcome to Evergreen Advisors
 
Evergreen Advisors, LLC. is a full service financial planning firm, located in beautiful Chattanooga, TN. Evergreen offers a complete range of fee-based financial planning, investment advisory, tax, and executive services. With over 75 years of combined experience, our advisors have the knowledge and the insight to help you accomplish your financial objectives.
 
“Come for the Advice … Stay for the Experience.”
 
Our success is measured by our clients’ ability to achieve their goals. This requires discipline and a clear sense of direction. At Evergreen Advisors, LLC., we help individuals, business owners, professionals and corporate clients articulate their financial goals and customize solutions to achieve them.
 
Come for the Advice. Our senior advisors have more than sixty years of combined experience. They offer innovative, thorough planning that is goal-driven. Credentials of our advisors include CPA, CFP and advanced degrees.
 
Stay for the Experience. Today is truly the first day of the rest of your life. Evergreen Advisors wants to make this journey an experience filled with comfort, enjoyment and the satisfaction of knowing that your life’s goals have been achieved. 

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →

Can You Count on Disability Income?

Disability income insurance replaces a percentage of your salary if you should experience a disability that makes it impossible for you to continue working.

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

More Newsletters →