Financial Services·Listed 6 mo ago

Evergreen Retirement Advisors

Retirement-income planning for the home stretch.

Austin, TX

About

A father-daughter practice focused on the five years on either side of retirement — Social Security timing, withdrawal strategy, and making the money last.

The alumni behind it (2)

Walter KimVerified alumni
Class of 2016·Lakemont Preparatory Academy

Grew up in the family business and made it their own. Believes in doing the small things right.

Susan KimVerified alumni
Class of 1982·Lakemont Preparatory Academy

Turned a side project into a full-time practice.