Skip to main content
Planning and Advice

Your goals, your team

Different ways Everence can serve you

When it comes to reaching your financial goals, there isn’t a “one size fits all” option. We want to help you integrate your decisions about money with your faith and values, in a way that best meets your needs. Our team is ready to serve you in a variety of ways.


Product services


Advisor services


Financial planning


Designed for individuals and families who:

  • Have a clear sense of the financial service they need
  • Want to address a specific need (such as life insurance, college financing, opening an IRA, etc.)
  • Want additional investment expertise
  • Need help managing investment, charitable and/or retirement accounts
  • Wish to develop an overarching financial plan and strategy
  • Want someone to serve as a financial coach and accountability partner

Specialized focus:


Education and recommendations related to:

  • Insurance
  • Banking
  • Charitable services
  • Basic investment accounts
  • Stewardship resources

Advice related to:

  • Investment management
  • Asset protection
  • Charitable giving
  • Basic retirement needs calculations
  • Estate planning

Qualified financial plan development for:

  • Cash flow planning
  • Protection planning
  • Investment planning
  • Tax planning
  • Retirement planning
  • Estate planning
  • Charitable giving

Working with you

The experienced team of professionals at Everence is dedicated to helping you achieve and protect your long-term goals. Who you work with depends on your specific financial situation and preferences. In some cases, your Everence advisor may provide all of the services listed above.