Your initial consultation will be with Evan Belaga CFP, CLU, ChFC. He has over 33 years of hands-on experience working with individuals and business owners.
What sets Evan apart is that he takes a comprehensive integrated approach to financial planning. Many advisors can only help you with one area of your financial plans, but as a Certified Financial Planner and Chartered Financial Consultant, Evan is qualified to help with them all including: investments, taxes insurance strategies, retirement and estate planning and social security. For business owners, his expertise include: succession and retirement planning strategies, buy-sell agreements and employee benefits.
Evan has lived through the ups and downs of the financial landscape. He's well aware of the financial challenges that retirees are up against, and their need for guaranteed income solutions to cover their long term care needs. He's also aware of the challenges that millenials are facing, and will continue to face as they navigate the current financial environment.