Evan Belaga CFP, CLU, ChFC has over 30 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 uniquely qualified to help with them all including: investments, taxes insurance strategies, retirement, estate and social security planning. For business owners, his expertise extends to succession and retirement planning strategies, buy-sell agreements business valuations 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 with their need for guaranteed income solutions.