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250 Crossways Park Drive
Woodbury, NY 11797

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Evergreen Planning

(516) 677-6213

 
The Long Run: Women and Retirement Don’t Myth Out on Whole Life The Independence of Financial and Emotional Well-Being Preparing For the Ultimate Vacation

Understanding Today’s Financial Environment

Welcome, I’m Charles Palma, a Financial Professional in Woodbury, New York. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (516) 677-6213

Helpful Content

Do You Know the Whole Life Story?

Do You Know the Whole Life Story?

Whole life insurance can help to diversify a financial portfolio.

Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

 

Mentorship for Entrepreneurs: An Invaluable Resource

Entrepreneurship can be a rewarding but solitary pursuit.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Ask a Financial Professional: Couples & Money

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Is Your Financial House Haunted?

There is nothing to fear but fear itself, especially when it comes to personal finances.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Attract Better Employees with Better Benefits

In a good economy, smart business owners know that a benefits package needs to fan a candidate’s excitement for joining...

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Don’t Myth Out on Whole Life

Whole life insurance can help protect what matters most: your family, your assets, and your legacy.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Understanding Dividends

Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.

Saving for College 101

Here’s a crash course on saving for college.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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