A Financial Services Firm

Evans Financial Partners is a Wealth Services Firm.  Financial management is the integration of financial products and advisory services to assist affluent clients, their families and their businesses with the accumulation, preservation, and transfer of wealth through the various stages of life.

Today's complex and ever changing financial world makes the need for comprehensive professional advice even more compelling. To help you reach your goals, we provide the following: customized solutions for personal investment management*, qualified retirement plans, risk management solutions, income planning and comprehensive financial planning. Please search the website for further detail on our services, processes and how to engage Evans Financial Partners.

.
Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Lease Interest

What's the interest rate on the lease you're considering?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

More Newsletters →