Christian Financial Planning Services
Helping you make confident financial decisions with clarity and intention.
Your Financial Journey Starts Now
Financial planning is an act of stewardship—making thoughtful decisions with the resources you’ve been entrusted to so they can support your life, your family, and your future. Because retirement, investments, taxes, estate planning, and benefit decisions are closely connected, approaching them together helps create clarity and peace of mind.
At Evergreen Financial Group, we take a holistic approach by aligning these services within one coordinated plan. This allows us to guide decisions with intention, adapt as life changes, and help ensure your financial choices reflect both your goals and your values.
Financial Services
By coordinating every part of your financial Plan, we help support confident decisions that reflect your values and long-term goals.
Retirement Planning
Helping you prepare for retirement with a clear, personalized strategy built around your goals and lifestyle.
Investment Management
Thoughtfully managing your investments to support long-term growth while aligning with your risk tolerance and priorities.
Estate
Planning
Coordinating your estate plan to help protect your legacy and provide clarity for the people you care about most.
Social Security & Medicare Optimization
Guidance to help you make informed Social Security decisions that support long-term income and retirement confidence.
Tax Planning
Proactive tax strategies designed to reduce unnecessary tax exposure and support your broader financial plan.
Daniel Turnquist, EA
Masterpeace Inc.
At Masterpeace Inc., we believe accounting is more than numbers—it’s about people, families, and organizations being equipped to move forward with confidence and peace. I began working with finances 20 years ago as the administrator in a church plant. Since then I have graduated from Montana State University-Billings with a bachelor's degree in Public Relations, became the Executive Pastor at Bethany Church in Billings, MT and became an Enrolled Agent that can practice before the IRS.
I love to spend time with my beautiful wife Jessica, and two sons Jalen and Samuel. We love to play sports in the backyard or compete in a ferocious game of Uno. When we aren't home hanging out we are enjoying the great outdoors camping, fishing, or riding roller coasters.
“He shall be like a tree planted by the rivers of water, That brings forth its fruit in its season, Whose leaf also shall not wither; And whatever he does shall prosper.”
-Psalm 1:3
From Plan to Prosperity:
Our Process
Something as sensitive as your finances should be left in trustworthy hands. At Evergreen, it’s our moral obligation to make sure you’re always in the know and that starts with our process. Here’s what you can expect:
Discovery Call
We want to meet you! Our Discovery Call will be all about how we can help you. There is no one-size-fits-all to your financial success which is why each plan is perfectly tailored to you.
Commit
Once we get to know each other, we can decide if there’s a mutual fit. We want to be as transparent as possible which is why we carefully assess whether we could be a good solution for your financial needs.
Flourish
Here comes the exciting part—our financial advisors work on a strategy to help you meet your financial goals!
Why Choose Evergreen: Value-Driven Financial Guidance
With Christian Financial Planning, we believe that our moral standards are just as important as our services—here are our values:
Meaningful Relationships
The typical client-advisor relationship lacks depth; we’d like to change and redefine this narrative with meaningful interactions.
Wise Stewardship
By aligning your daily cash flow with your values, we help you build a financial life that helps you live out your faith and support the community you love.
Integrity
When dealing with something as sensitive as money, integrity is a necessity; “But those who desire to be rich fall into temptation and a snare… for the love of money is a root of all kinds of evil.” 1 Timothy 6:9-10
Want to Learn More?
We get it, your finances are important and can’t be left to just anyone. Check out our resource center to learn more about the financial planning topics that matter most.
Resource Center
Take Control of Your Finances with Evergreen Financial Group
Our team is ready to tailor a detailed plan to you! Invest in your future with our financial planning services now and reap the benefits sooner. We can’t wait to meet you.
Chat With A Financial Advisor Today
No matter what season you’re in, our financial advisors can help. We have experience in planning, investing, retirement, debt management, insurance review and more.