“You don’t need a fortune to start building one”
IJD Evergreen Financial Services LLC began from a need to serve the middle market with objective advice rather than product sales. Irene does not take any commissions nor is involved with any third party arrangements. There is no minimum level of assets for clients to seek her advice. The fee is based upon investment assets and income.
Investment Philosophy
We believe in appropriate asset allocation in a diversified portfolio to match our client(s) risk levels and goals. We recommend a long-term buy & hold strategy, and a yearly re-balance to maximize the likelihood of success.
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