What Sets Us Apart...

Pursue Your Ideal Future

What is it you want to do? Where is it you want to go? Who is it that you want to take care of? How do you want to give back? Whatever your pursuits, the Financial Foundation Formula™ will identify the strategies necessary to establish a firm financial foundation allowing you to pursue your passions and realize your Ideal Future™.

Flourish with a Firm Financial Foundation

The Financial Foundation Formula™ is an intricate process that involves analyzing all aspects of your financial life, and creating a personalized Financial Foundation Blueprint™. The Financial Foundation Blueprint™ is your personal roadmap comprised of strategies specifically designed to help you reach your goals.

A Full-Service Approach

The Financial Foundation Formula™ is a holistic approach that addresses all areas of your financial life to provide you with comprehensive strategies, while also considering areas of potential risk and untapped opportunities.

  • Investment Strategies

  • Retirement Income Planning

  • Savings Plan

  • Education Funding Strategies

  • Estate Planning

  • Wealth Transfer Strategies

  • Maintaining Current Lifestyle

  • Tax-Efficient Strategies*

  • Risk Management Strategies

  • Cash/Debt Management

  • Social Security Optimization

  • Health Insurance/Medicare

  • Long-term Care Planning

  • Charitable Giving

Want a Review of Your Finances? 

© 2020 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC

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Evans Financial Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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*Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

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