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At Evans Financial Partners, we believe that our financial services and corporate management background uniquely qualifies our planning team to guide business owners, executives, entrepreneurs, and families through the financial planning process. Our job is to ask the tough questions, design creative solutions, and manage performance results for clients. Our clients control their strategic plan however they seldom have the desire to manage their financial affairs on a daily basis. Our clients also appreciate the consultative approach of a CFP® professional rather than the traditional sales representative.
Business Owners
Business owners, whether individuals or partnerships have many issues regarding their business and personal finances that overlap one another. Most of our business clients have 10 - 200 employees with a concentration in accounting, engineering, architectural and education related fields. We are able to help these clients in the following areas:
- Analyzing company benefits - with a focus on retirement plan solutions, as well as life and disability coverage
- Buy-Sell strategies with partners
- Business succession
- Reducing concentration of assets
- Minimizing income taxes*
Entrepreneurs
Entrepreneurs are "big idea" people that often don't have time or desire to focus on the everyday aspects of their finances. We focus on the minutiae, allowing the entrepreneur to run with their visionst hrough:
- Exit strategies
- Minimizing income taxes
- Benefits consulting
- Diversifying current assets
- Cash flow management
Executives
Executives of large corporations with consistent income, bonuses, stock options, and non-qualified deferred compensation packages on top of trying to get the right work/life balance. Some of the ways we serve executives:
- Qualified plan fund review and advice
- Stock option planning
- College planning for children
- Creating a vision and plan for retirement
- Estate planning
Families
Most of our families have annual incomes in excess of $100,000 and a net worth of $1,000,000 or greater. They are typically charitably inclined and involved in their community. They are looking to implement an investment strategy encompassing current cash flow, college funding and financial independence.
Clarity of goals is of utmost importance along with the following objectives:
- Minimizing income taxes
- Cash flow management
- Retirement planning
- College planning
- Risk Management
*To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. Federal tax advice contained in this communication, unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters addressed herein.
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