Evergreen Wealth Management

Services:

• Financial Planning
• Wealth Building & Preservation Strategies
• Retirement & IRA Distribution Planning
• Small Business Planning
• 401(k) Education
• Estate Planning Strategies
• Long-Term Care Planning
• Insurance Reviews

Products:

• Mutual Funds
• Individual Stocks & Bonds
• Variable & Fixed Annuities
• Alternative Investments
• Traditional & Roth IRAs
• Employer Retirement Plans
• Life Insurance
• Long-Term Care Insurance

Mary DeBaets is a CERTIFIED FINANCIAL PLANNER™ Practitioner and founder of Evergreen Wealth Management. She graduated from Regis University, Cum Laude, with a Bachelor’s of Science in Business in 1997. Mary left a successful corporate career to follow her dream of helping individuals pursue their financial goals. Mary has been in the Financial Services industry since the year 2000 and takes a very personal and comprehensive approach to Wealth Management. She believes her role is to assist her clients in making well-informed decisions about their investments and retirement plans and to help provide them with greater financial independence and stability.

A native of Colorado, Mary lives in Evergreen with her husband, Steve. She is a member of Evergreen Chamber of Commerce and Leadership Evergreen. She also volunteers and supports many community organizations.

Whether you’re retired or still working, we invite you to come in for a free, no-obligation consultation.

1202 Bergen Parkway
Suite 201
Evergreen, CO 80439
Office: 303.679.6301
Fax: 303.679.6308
Email: mary.debaets@lpl.com

Evergreen Wealth Management is a separate entity from LPL Financial.