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Our Services

 

The Business Owner Resource Division of Evershore Financial Group exists to perform one function - to serve the needs of today's business owner facing the possible exit of their business in the future. 

Every private business owner is unique. The solutions one receives from the our Exit-Planning Advisors are tailored individually with this unique focus in mind. With our enthusiasm, scale, vision, and values, our team of advisors serve the Business Owner community at large in the following areas:

Areas of Expertise:
 

  • Key-Person Succession Strategies
  • Executive Compensation
  • Business Exit-Planning
  • Business Valuation
  • Business Succession
  • Business Growth & Planning
  • Retirement Solutions for Businesses
  • Retirement Solutions for Sole Proprietors
  • Buy-Sell Agreement Financing
  • Asset Management
  • 401(k) Benchmarking
  • 401(k) Management
  • Employee Benefits
  • Investment Management
  • Tax Planning
  • Life Insurance Premium Financing
  • Fiduciary Services
  • Wealth Protection and Planning
  • Trust, Partnership, and Life Insurance Vehicles
  • Estate Planning
  • Tax-Efficient Wealth Transfer
  • Multigenerational Strategies
  • Philanthropic Planning and Administration
  • Charitable Trusts
  • Family Wealth Education and Seminars

 

 

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Contact info

  •   1750 N Maitland Ave, Maitland, FL 32751
  •   (321) 304-4009 (phone) | (321) 304-4103 (fax)
  •  bordroom@evershore.com

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Evershore Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Evershore Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Evershore Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.  3121051 DOFU 6/2020

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Registered in the following states: California (CA), Florida (FL), New York (NY), Pennsylvania (PA)

Insurance licensed in the following states: California (CA), Florida (FL), New York (NY), Pennsylvania (PA)

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