The Evergreen 360 Experience

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A More Coordinated Approach to Your Financial Life

Most financial decisions don’t happen in isolation.

Investment strategy, Income Replacement Strategy, tax planning, real estate decisions, insurance coverage, and lending all impact one another—yet they are often handled separately.

At Evergreen 360, we take a more integrated approach.

We help ensure that each part of your financial life is working together—so your strategy is not just sound in theory, but effective in practice.

We serve clients throughout the Pikes Peak region, from Briargate to Broadmoor, who want more than cookie-cutter portfolios and passive advice. Whether you’re saving for retirement, managing a windfall, or transitioning from accumulation to income, we’ll help you move forward with purpose.

What Makes Evergreen 360 Different

Many advisors focus on one area of your financial life. We look at the complete picture.

Through Evergreen 360, we bring together:

  • Financial Planning
  • Investment Management
  • Real Estate Guidance
  • Mortgage & Lending Strategies
  • Insurance & Risk Management

This allows us to provide coordinated advice—helping you make more informed decisions across every stage of life.

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Our Process

A clear process creates better outcomes and a better client experience.

1. Discovery & Clarity

We begin by understanding your full financial picture—your goals, current assets, income, obligations, and concerns.

2. Strategy Design

Using the Evergreen 360 4-Pillar Framework (Growth, Income, Protection, Legacy), we design a coordinated strategy aligned with your objectives.

3. Implementation

We help put your plan into action—aligning your investments, accounts, and financial decisions with your strategy.

4. Ongoing Guidance

Your financial plan is not static. We continuously monitor, adjust, and refine your strategy as your life and the market evolve.

Designed for Real Life

Your financial life is dynamic—and your strategy should be too.

We work with clients through:

  • Career transitions
  • Home purchases and real estate decisions
  • Retirement planning and income strategies
  • Business ownership and growth
  • Market volatility and economic changes

Our role is to provide clarity and guidance—so you can make confident decisions, no matter the environment.

Common Questions About Investment Management

We work best with individuals and families who have accumulated assets and are looking for a more strategic, coordinated approach to managing their wealth.

Our clients are typically seeking to:

  • Grow and preserve meaningful assets
  • Create reliable income streams
  • Improve tax efficiency
  • Align investments with long-term financial and lifestyle goals

If you’re looking for a more proactive, hands-on approach with a clear strategy behind your portfolio, Evergreen 360 is designed for you.

Yes—and this is one of the most common opportunities to improve a client’s overall financial position.

We help clients evaluate whether to:

  • Roll over a 401(k) into an IRA
  • Consolidate multiple retirement accounts
  • Or maintain the current plan when appropriate

More importantly, we look beyond the rollover itself and focus on how that account fits into your broader strategy—helping you avoid unnecessary taxes, reduce fees, and better align your investments with your long-term goals.

Every portfolio we build starts with your individual strategy—not a model or template.

We evaluate:

  • Your goals and time horizon
  • Income needs (current or future)
  • Risk tolerance and market experience
  • Tax considerations
  • Overall financial picture

From there, we construct a portfolio designed to balance growth, income, and risk management—adapting as market conditions and your life evolve.

Our focus is not just on performance, but on building a portfolio you can stay invested in with confidence.

Absolutely.

At Evergreen 360, you’re not calling into a service center—you’re working directly with a dedicated advisor who understands your full financial picture.

We pride ourselves on being:

  • Accessible
  • Responsive
  • Proactive in communication

As markets shift or your situation changes, we’re here to guide you through those decisions with clarity and confidence.

Yes—when appropriate, alternative investments can play an important role in a well-structured portfolio.

Depending on your goals and risk profile, we may incorporate strategies such as:

  • Real Estate Investment Trusts (REITs)
  • Structured Notes
  • Annuities for income and principal protection
  • Private credit or income-focused investments
  • Other non-traditional assets designed to enhance diversification

These strategies can help:

  • Generate income
  • Reduce overall portfolio volatility
  • Provide downside protection in uncertain markets

We don’t use alternatives for complexity—we use them when they serve a clear purpose within your overall financial strategy.

Schedule Your Strategy Conversation

Complete this 30-second form to receive a no-obligation consultation. We will analyze your situation and determine the best solution.

Let’s chart your path to financial freedom today.
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