Tim Bauer, CFP® Evergreen Financial Group LLC
- Virtual, Billings, MT 59106
- (406) 272-2828
About Tim Bauer, CFP®
Evergreen Financial Group is a fee-only Financial Planning and Investment Management fiduciary, specializing in Christian families including young professionals, and current and future retirees.
Similar to an Evergreen tree, we believe our financial relationships should be steady and unwavering in all seasons. As a fee-only financial planner/investment manager, we have a fiduciary responsibility to put our clients’ best interests first. During every step of their financial careers we guide our clients along the path to financial success and freedom. Unlike your traditional financial services firm, we redefine the typical client advisor relationship. We seek to partner with clients in ways that are modern, meaningful and long lasting. Together, we build long-lasting financial relationships that flourish and grow. ] Psalm 1:3 – That person is like a tree planted by streams of water, which yields its fruit in season, and whose leaf does not wither—whatever they do prospers.
Exploring the value of cultivating a financial mentor, a professional who can guide you and help you develop your financial strategy. How the financial mentor can help an investor, and what role they play in helping an individual make important decisions.
Tax Season is officially here. If you haven't already, now is the time to get prepared.
Retirement changes everything. Has your money mentality changed with it?
- Christian Business Owners
- Gen X
- Retirement Planning
- Young Professionals
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Assets Under Management
- Monthly Fee: $250+/mo
- Quarterly Fee: $750+/qtr
- Hourly Fee: $225+/hr
- Assets Under Management: 1.00%