Financial Planner, Financial PlanningSeattle, King County, Fee-Only Advisor, Financial PlannerFinancial Advisor, Retirement Planning, IRA, 401kInvestment Planning, Retirement Planning, Investment Advice

IJD Evergreen offers financial advice for a fee to help people make smarter decisions about handling their money. No commissions or third party arrangements-just objective advice is offered. We offer hourly advice (two hour minimum),
portfolio design, retirement projection, and a comprehensive financial plan which includes the above plus cash flow analysis, insurance, income tax, and estate planning review. They can implement their plan or get help doing it themselves. The price is based on estimated hours of consultation and research and is determined ahead of time.

Our Mission is to help clients:

determine their needs,
set realistic goals,
allocate resources
achieve objectives in reasonable time frames

Needs may include:

Cash Flow Analysis Retirement Capital Needs Analysis
Insurance Review College Education Funding
Current Portfolio Review Estate Planning
Portfolio Asset Allocation Income Tax Planning

Who are we?

Our clients are Middle Income Americans
We do not sell products, collect commissions, receive referral fees or receive third party payment for advice or product sales.
We offer a free 30 minute consultation to get acquainted (by phone)
IJD Evergreen is practical and geared for people under-going life changes or for those who wish to fine-tune their financial landscape.

Contact Information


Phone: 206-533-0569

Copyright 2011 -IJD Evergreen Financial Services LLC - Fee-Only Financial Planners