Broker Check

225 Broadhollow Road
Suite 105
Melville, NY 11747

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Evergreen Planning

(631)584-2299

 

Business Owners

Evergreen Planning provides top quality service. The client is always number one and we can assist you in the following areas. 

Products & Services for Business Owners

  • 401 K Strategies
  • Buy Out Coverage
  • Estate Conservation
  • Buy - Sell Agreements
  • Pension Payout Alternatives
  • Pension Transfers/Rollovers
  • Business Overhead Expense
  • Lump Sum Pension Distribution