Simplified financial planning for you.

We recognize that every individual and family has a unique and ever evolving financial story. Having a financial plan in your back pocket can reduce the stress that often accompanies uncertainties about the future. Collaborating with our local advisors to craft a tailored plan that bridges your current situation to future goals can help ensure peace of mind about your financial journey. Our financial advisors prioritize your goals and resources, crafting a plan that aligns with your current circumstances while paving the way for your future.

As part of the planning process, we address various financial concerns you may have, including retirement, debt reduction, saving for significant experiences, budget optimization, and wealth management. The D.L. Evans Investments team provides clear and personalized guidance, emphasizing that financial planning is beneficial regardless of whether you hold investments or possess substantial funds for investing. Our commitment lies in helping you find a holistic approach to your finances that allows you to be comfortable that you’re on the right track to meet your lifelong goals, whether they're immediate or down the road.

Planning Services:

  • Planning for your goals
  • Engaging in your financial journey
  • Budgeting strategies to meet goals
  • Advising that is straight forward and simplified
  • Creating a robust plan for your family
  • Developing lifetime income strategies
  • Crafting plans to pay down debt
  • Utilizing Asset+Map for real time data

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Securities and Insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investment Adviser Representatives only offer advisory services. Investments are:

  • Not FDIC/NCUSIF insured
  • May lose value
  • Not financial institution guaranteed
  • Not a deposit
  • Not insured by any federal government agency

Click here to view Cetera Investment Services Important Information and Business Continuity Plan.

Check the background of this investment professional on FINRA's BrokerCheck.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com

The information on this website is for U.S. residents only and does not constitute an offer to sell or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Investment Adviser Representatives may only offer advisory services in connection with an appropriate Cetera Advisory Services Agreement and disclosure brochure as provided.

Asset+Map

Using Asset+Map, we can create a simplified way to view your financial situation holistically. Asset+Map’s value lies in comprehensively assessing your current financial standing and projecting it into the future, whether it's ten years, twenty years, or beyond. Our team can help you visualize your progress towards meeting the goals that are important to you with real-time progress charts that are simple yet effective. Empower your financial journey with an effective plan tailored specifically to your goals and dreams.

 

Helping You Succeed

We are dedicated to providing value through helping you understand your financial goals and the best options available to achieve them. Our comprehensive wealth management services are designed to help take the uncertainty out of your financial journey. We are happy to meet you wherever you are anytime, anywhere.

Our team is committed to finding a holistic approach to your finances that instills confidence in your financial journey.

Our Commitment to You

  • Understanding your goals
  • Discussing strategies and options
  • Creating a personalized plan
  • Monitoring your portfolio
  • Reviewing goals and recommend changes

Our Services 

You don’t need to have investments or large amounts to invest to benefit from financial planning. Our team is happy to help with budgeting, retirement strategies, planning for a big expense, estate planning, or understanding your financial position– we can help.

Our planning services encompass:

  • Financial planning
  • Fiduciary Relationships
  • Achieving Financial Stability
  • Retirement strategies
  • Insurance solutions
  • Tax mitigation opportunities
  • Wealth management
  • Income distribution
  • Estate Planning
  • Budgeting
  • Coordination with other professionals
  • Cashflow management
  • And more

Communication 

We strive to provide exceptional service and make sure the communication with our clients includes regular planning reviews, check-ins, ongoing education opportunities, and timely market updates. You can also count on a response within 24 hours whenever you contact us with a question or concern. Our commitment lies in providing comprehensive support and prompt assistance to meet your needs effectively.

Fees

Since your financial journey is unique to you, our fee structure is customized to you. We want to provide you with the most value so that we can help meet your investment and planning needs without charging you for services that aren’t relevant to your financial situation. No matter if you want one time only advice toward creating a financial goal, ongoing advice throughout your journey, or assistance with your investment strategies we would love to meet with you.