We consult with companies of all sizes and help them navigate through the crowded sea of corporate retirement planning; qualified or non-qualified retirement plans, SEP, Simple, 401(k), 403(B), Safe Harbor, Defined Benefit (view brochure ).  This mix of letters and numbers often times is confusing to business owners.  In addition, the ever changing compliance and regulatory environment for corporate plans demands an advisor that consistently monitors and educates the business owner and employees alike. 

We believe the Client-Advisor relationship extends into the corporate retirement planning arena.  Evans Financial Partners is dedicated to developing innovative retirement solutions and delivering the highest level of service possible to you and your employees.  When you work with Evans Financial Partners, you profit from highly leveraged relationships through a carefully assembled group of companies.

Financial success (for both the plan and the participants) requires;

·        A well thought out plan

·        Discipline

·        Solid working relationships

            My commitment

·         Plan and execute with your goals in focus

·         Act in the best interest of the plan

·         Implement and monitor prudent processes

·         Facilitate communication between all parties

A continuous process

·         The regulatory environment demands it

·         Financial success depends on it

Evans Financial Partners is able to gauge product performance and suitability to determine appropriate product and plan designs for your organization.  Our mission is to add value through well-advised financial solutions.  We adhere to the highest ethical and professional standards.  We strive to build long-term partnerships by understanding our clients' needs, then exceeding those needs.  Please click here to see our statement of qualifications and services.

At Evans Financial Partners we believe there are five principles or "pillars" essential to a solid retirement plan (click here for brochure).  These pillars are; plan design and compliance, plan fiduciary, investment monitoring, education, and administration.

Plan Design

·         Design the plan that makes business sense.

                        ...how does your plan affect the bottom line?

·         Maximize contributions to key employees.

                        ...could your executives and owners be saving more?

·         Maximize tax savings.

                        ...could you be saving more in taxes*?

·         Structure creative incentive/bonus plans.

                        ...how much does your bonus plan cost?

Plan Review and  Vendor Selection

·         Establish goals.

                        ...what should your plan try to accomplish?

·         Analyze the current plan.

                        ...is your plan meeting current expectations?

·         Create a new plan in line with your goals.

                        ...is your plan designed for success?

·         Compare alternative providers.

                        ...do you have the best products?

·         Implement a new provider (if applicable)

Fiduciary Management

·         Analyze the current fiduciary management process.

                        ...do you have a process to manage fiduciary responsibility?

·         Identify shortfalls in the process.

                        ...are you meeting legal requirements?

·         Develop a plan to manage responsibility.

                        ...are you prepared for an IRS audit?

·         Implement and monitor the plan.

                        ...how will you handle fiduciary concerns?

Investment Management

·         Analyze the current investments.

                        ...how well are your investments performing?

·         Diversify the portfolio.

                        ...do you have an appropriate mix of funds?

·         Formalize the investment policy.

                        ...Do you have a formal investment policy?

·         Implement the policy.

                        ...is your policy being used effectively?

·         Monitor and supervise the process.

                        How will you handle poorly managed funds?

Education and Communication

·         Survey the employees.

                        ...how do your employees feel about their plan?

·         Design a custom education/communication plan.

                        ...how well do your employees know their benefits?

·         Educate the participants.

                        ...are your employees on track to meet their goals?

·         Build ongoing relationships.

                        ...are your employees on track to meet their goals?

*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.