Evans Financial Partners

CONNECT

Address:

2208 Hillcrest Street
Orlando, FL 32803

Phone:

(407) 951-8875

Fax/Other:

(888) 486-3405

The Importance of Independence

  

Financial advice is easy to come by, but finding sound financial advice from an independent advisor is a more difficult task. Not all of those who offer financial advice are independent.

 

The financial landscape is changing and now, more than ever, we believe independence should be first on anyone's list when looking to establish a relationship with a financial professional. 

 

WHAT IS AN INDEPENDENT FIRM?

  • Independent firms like ours are firms that are owned by the principals of the firm, who are independent advisors. We are not employees of a large, “brand name” firm. We are under no obligation to represent or use specific financial products or instruments produced by any firm. We can provide financial tools to our clients from a broad array of national resources.  That means we strive to offer advice, based on your needs, with no inherent conflicts of interest. Advisors who are employed by some of the larger firms may be required to recommend products produced by their firm which may not always be the best fit for their clients.

RIGOROUS DUE DILIGENCE AND RESEARCH

  • All of the financial resources, products and tools we present to clients are thoroughly researched by our broker/dealer. In addition, we make sure our clients are completely educated and understand any recommendations we may make. Our clients make informed decisions about their money.

A COMPREHENSIVE RELATIONSHIP AND STRUCTURED STRATEGY

  • Independent firms like ours are relationship oriented not transaction driven. We take the time to understand not just your financial situation but also your values and vision for your future and that of your family. Once we understand who you are and what your goals are, we look at your whole financial picture to see what we need to do to reach those goals. Only then will we make recommendations on investments, insurance planning, tax and estate planning. We make sure each piece of your financial strategy is integrated with all the others and aligned with your objectives.

IN GOOD TIMES AND NOT SO GOOD TIMES

  • Life is not static and the single most important thing an independent financial firm does is to communicate constantly with you. Not just when things are good, but especially when things are not so good. We don't disappear when things get tough.

A WEALTH OF INDEPENDENT RELATIONSHIPS

  • Because we are independent does not mean we are small. As a member of the Fusion Advisor Network we have relationships with other independent firms across the nation. Through them we also have a relationship with Kestra Investment Services, LLC which is the #10 Independent Broker-Dealers by Gross Revenue as ranked by Investment Advisor, 2016 Broker-Dealer Reference Guide. Both of these organizations' integrity toward client interests matches our own.

A WEALTH OF INDEPENDENT RELATIONSHIPS

  • Develop state-of-the-art technology for better account service
  • Provide independent research and due diligence
  • Offer education on appropriate practices and strategies for clients
  • Provide access to other professionals
  • In short, they allow us to offer you the national resources you need and the highly personalized service you deserve.

WE ARE THE FUTURE

  • Independent financial services firms are the changing face of financial planning. If you are not already our client, now is the time to think about what you really need from your financial professional.

INDEPENDENT FINANCIAL CHECKLIST

  • Independent business owner who offers comprehensive advice with an open architecture approach.
  • Free to choose from a broad spectrum of tools, resources and products
  • Not obligated to proprietary products
  • Offers comprehensive advice not just product specific solutions
  • Recommends an integrated, structured financial strategy
  • Consistent monitoring of your strategy and your goals to make sure they remain aligned
  • Continuous communication to keep you informed
  • Relationship, not transaction, oriented
  • Provides product research
  • Access to professionals across a wide range of financial areas
  • Believes in educating clients to appropriate options, not the expedient ones
  • A firm whose goals are aligned with yours

WE OFFER YOU

  • Retirement Planning
  • Financial Planning
  • Investment Managemen
  • Estate Planning
  • Insurance Planning
  • Wealth Management
  • Business Planning

 

  • We are proud to consistently be a premier firm within the Fusion Advisor Network whose members are across the country. We believe we have reached this level of excellence because of our commitment to our clients. Our goal is to assist our clients in every aspect of their financial lives while providing them with the highly personal service they deserve.
  • Our team of experienced professionals is dedicated to a “hands-on” approach to financial guidance. We truly care about making your dreams a reality and will do everything we can to help keep you focused on where you want to go and how to get there.
  • Our mission is to put our clients' interests first. We look at a client's whole financial picture because we are relationship, not product oriented. It is those relationships that drive our commitment to excellence.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck