Planning Services

Our local advisors understand that every individual and family has a unique financial story that is always growing. Personal finances can cause stress which impacts your health and emotional well-being. By working with one of our advisors to build a plan that helps take you from today to your future goals, you can rest easy knowing that your finances are on track. Collaborate with a financial advisor who will take your goals and resources to heart when creating a financial plan that fits where you are in life while planning for the journey ahead.

Common financial concerns and events we can help you plan for include retirement, paying down debt, saving for a bucket list experience, building a better budget, managing your wealth, and more. Our team provides straightforward and individualized advice, and you don’t need to hold investments or have money to invest to benefit from financial planning. Our team is here to educate you and personalize a financial plan for your journey.

Planning Services:

  • Plan for all of life’s financial events
  • Budgeting advice
  • Straightforward and individualized advice
  • Create a robust plan for your family
  • Lifetime income strategy
  • Plans to pay down debt
  • Services provided by D.L. Evans Investment Services 

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.

Helping You Succeed

We are dedicated to helping you make your financial goals a reality with investment solutions that are customized to help meet your needs. We provide cost-efficient portfolio construction, comprehensive wealth management, and ongoing discussions to earn your confidence and help you achieve your goals

Our Commitment to You

  • Understand your goals
  • Discuss strategies and options
  • Create a personalized plan
  • Monitor your portfolio
  • Review goals and recommend changes

Our Services 

  • Comprehensive portfolio management
  • Ongoing investment monitoring
  • Periodic reviews
  • Financial planning
  • Investment strategies
  • Insurance solutions
  • Cash flow and tax planning
  • Wealth management
  • Income distribution
  • Consolidation of investment accounts
  • Retirement planning
  • Coordination with other professionals

Communication 

We want to provide the best service and make sure our scheduled outreach to 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 Fee Structure

Our investment advisory practice is fee based. These fees are calculated simply as a percentage of assets under management. Our fees are not based on trading activity or commissions. Your specific fee structure will be unique and customized to you so that your investment and advisory needs are met with out charging you for services that aren’t relevant to your financial situation and goals.