fee-only Financial Planning for christian

Outdoor Enthusiasts

In the rocky mountain region

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Evergreen Financial Group, LLC is a registered investment advisor offering advisory services in Montana and in other jurisdictions where exempted. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. 

Tim Bauer, CFP, CAP, is the founder and financial planner of Evergreen Financial Group.

Tim Bauer, CFP®, CAP®

Founder | Financial Planner

Growing up in the Bible Belt of Oklahoma, I was a pastor’s kid in the church who witnessed firsthand the complexities that coincide with the day-to-day ministry, family raising and hours spent furthering the message of the Word of God. 

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In this powerful guide, you’ll learn:

  1. The three most commonly used charitable giving vehicles
  2. How to identify which strategy is most suitable for your situation
  3. How to coordinate more than one strategy to achieve maximum potential

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Fee-Only Financial Planning for Life’s Many Adventures

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A one-time engagement including all of the following:
  • Risk Assessment and Investment Review
  • Basic Retirement Analysis
  • Tax Planning Snapshot and Action Items
  • Debt Management
  • Option to upgrade to Growing Package
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An ongoing engagement including everything from Seedling plus:
  • Goal Identification & Prioritization
  • Advanced Retirement Analysis
    • Social Security Optimization
    • Cash Flow Analysis
  • Advanced Tax Planning Strategies
    • Roth Conversions
    • RMD Strategies
    • Charitable Giving 
  • Insurance Optimization
  • Automatic Upgrade to Established Package at $500k
Investment Management
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Includes everything from
Growing plus:
  • Access to More Sophisticated Investment Strategies
  • Tax Advantaged Account Optimization
  • Flexibility with Embedded Gains/Legacy Positions
  • Pricing deducted directly from Investment Accounts
  • Account Consolidation
Investment Management
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*$500,000 minimum. See AUM schedule here.

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“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

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Choose a day and time that works for you to meet our team and see how we can help!