Broker Check

225 Broadhollow Road
Suite 105
Melville, NY 11747


Evergreen Planning



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