🌲 Membership Agreement
Annual Membership Fee: $129. Active associates of our affiliated platform may contact us to receive a complimentary membership.
By being an Evergreen Member, you gain access to exclusive benefits to support your financial growth and tax efficiency.
✅ Membership Benefits
As a member, you will enjoy:
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30 minutes free advanced financial and tax planning annually with our advisors.
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Free annual tax review by our tax professionals.
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Free message consulting for your personal financial questions.
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Unlimited access to our member-only training video library.
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Exclusive invitations to our live trainings and financial classes.
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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.
🌱 Our Mission
At Evergreen, our mission is to provide suitable, personalized financial strategies that help families achieve their financial goals. No Family Left Behind.
📚 Our Commitment to Education
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Training and education are the foundation of financial confidence.
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Evergreen members gain knowledge and tools to make informed decisions.
🛡️ Professional Standards
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All Evergreen advisors are state or federal licensed and affiliated with top trusted providers.
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Our advisors are committed to offering the highest quality financial education and professional planning support to our members.
📌 Agreement Acceptance
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Member-only materials are confidential and may not be shared without permission.
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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.