🌲 Membership Agreement

Annual Membership Fee: $129. Active associates of our affiliated platform may contact us to receive a complimentary membership. 

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By being an Evergreen Member, you gain access to exclusive benefits to support your financial growth and tax efficiency.

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✅ Membership Benefits

As a member, you will enjoy:

• 30 minutes free advanced financial and tax planning annually with our advisors.

• Free annual tax review by our tax professionals.

• Free message consulting for your personal financial questions.

• Unlimited access to our member-only training video library.

• Exclusive invitations to our live trainings and financial classes.

• 10% discount on paid services, including tax filing, estate, LLC, and more.

👉 You may stop anytime, with no further charges.

👉 If you are not satisfied with the benefits, we will refund within 10 days.

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🌱 Our Mission

At Evergreen, our mission is to provide suitable, personalized financial strategies that help families achieve their financial goals. No Family Left Behind.

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📚 Our Commitment to Education

• Training and education are the foundation of financial confidence.

• Evergreen members gain knowledge and tools to make informed decisions.

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🛡️ Professional Standards

• All Evergreen advisors are state or federal licensed and affiliated with top trusted providers.

• Our advisors are committed to offering the highest quality financial education and professional planning support to our members.

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📌 Agreement Acceptance

• Member-only materials are confidential and may not be shared without permission.

• We respect and protect the privacy of all member information and data.

 

By paying the $129 annual membership fee, you agree to the terms above and join the Evergreen community.