DEVELOPING COMMITED STRATEGIES
Welcome to Evolution Financial Planning. Our purpose is to exceed client expectations, to help identify individual needs, and to provide creative strategies to help you achieve your financial goals.
We work in partnership with you, our client, to guide you to understanding your finances, to take control, and to build confidence in your financial future. Educating clients and nurturing long term, life enriching relationships are central to the mission of Evolution Financial Planning.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Here are 4 great, and sometimes unexpected, places to raise a family.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Technology tips to make your next trip even better.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, cracking the code on bonds.
How will you weather the ups and downs of the business cycle?
There are a few things to consider when buying or leasing your next vehicle.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?