FAITH. FAMILY. LEGACY.
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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Get Your Free Guide

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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Seedling

Starting at $1250

With initial planning questions in mind, we’ll help address your concerns as you begin your financial journey.

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
Get Started

Most Popular

Growing

Starting at $1250 Per Quarter

During this phase of life you have many different goals, values, and concerns – and they all feel like a priority. We’re here to help.

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

Investment Management

Our investment management services help you steward existing assets and grow your wealth. Our management services include:
  • Risk Assessment & Current Portfolio Review
  • Routine Rebalancing
  • Low-Cost, Tax Efficient Investments
  • Flexibility with Existing Investments
  • Customized Performance Reporting
  • Professional, Third Party, Independent Research
Get Started

Best Overall Value

Established

% of Assets Under Management

During this phase of life we can help with complex tax planning, retirement planning, and helping you build a legacy you’re
proud of.

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

Investment Management

Our investment management services help you steward existing assets and grow your wealth. Our management services include:
  • Risk Assessment & Current Portfolio Review
  • Routine Rebalancing
  • Low-Cost, Tax Efficient Investments
  • Flexibility with Existing Investments
  • Customized Performance Reporting
  • Professional, Third Party, Independent Research
Get Started

*$500,000 minimum. See AUM schedule here.

Fee Calculator

Use the following calculator for an estimate of your expected annual fee. We will explain the details and exact fee in our initial Discovery Call.

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Add your Current Assets in Total Value with no punctuation (i.e. enter 250000 for $250,000).

This is an estimate (which is often within a ballpark spot), consult with our team for a more comprehensive assessment.

“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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Schedule your free
Discovery Call Today

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

Schedule a Discovery Call

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