How We Will Provide You Value
At Evimeria Financial Group we provide value to those that are working toward retirement and to those that are already in retirement through our core service of Comprehensive Financial Planning. A few of the key services we provide within our planning service are; portfolio development, and wealth management. A focus is implementing tax efficient strategies around income, asset positioning, and asset transfer to the next generation through estate settlement.
When was the last conversation you had to verify if your retirement assets are in alignment with your financial goals?
Have you considered what risks are involved in retirement such as interest rate risk, longevity risk, and market volatility risk?
How would you effectively protect against inflation and minimize exposure to the markets?
Our competencies include; Active Asset Management, Identifying Assessing and Mitigating Risks related to retirement assets, Wealth Management, Tax Efficient Planning, Social Security Claiming Strategies, Positioning Assets to Mitigate against Market Volatility, Providing Secure Sources of Income, Safeguarding your Retirement Plan, Required Minimum Distribution (RMD) planning, Developing an Efficient Retirement Income Distribution Plan, Estate and Legacy Planning, and Charitable Giving Planning.
Through consistently providing value that you expect, we build a lifetime relationship and continue providing our ongoing services to make sure your plan stays on track. We help build upon confidence on your path to and through retirement.
Call today and discover how you can have a meaningful conversation with us around your financial goals and objectives.
*Thrivent does not provide tax or legal advice. Thrivent professionals have general knowledge of Social Security. For additional details, contact the SSA.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.