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250 Crossways Park Drive
Woodbury, NY 11797

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Evergreen Planning

(516) 677-6213

 
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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

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Global vs. International: What’s The Difference?

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Does Your Credit Score Affect Your Insurance Rates?

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Grief and Finances: Communication to Financial Preparedness

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Webinar: Navigating the tax landscape and what it means for

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

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Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

When the Unexpected Becomes Reality

Disability happens to more people, more often than you may think, and it lasts longer, too.

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There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

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For women, retirement strategy is a long race. It’s helpful to know the route.

Student Loan Protection

Learn why protecting your student loan payments is an important aspect of your income protection strategy.

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