 John F. Evans, MBA, CPA, CFP®, CRPC® Erie Office Meadville Office |
Welcome!Evans Advisory Services is a firm dedicated to helping those planning for retirement or living in retirement manage their financial resources so that they enjoy their senior years free of financial worries. Our approach is client-centered; we focus on the dreams, aspirations, hopes, challenges and concerns of our clients, one client at a time. Since we are not employed or controlled by any insurance company, investment firm or other financial services concern, we have the ability to act independently in the best interests of our clients without any intervening factors. If you, a family member, friend or neighbor could benefit from our assistance, just call our office and we'll find a convenient time to meet. We provide initial consultations on a complimentary, no obligation basis in order to allieviate cost concerns and provide an opportunity for you to learn about our firm and its capabilities.
Our ServicesInvestment management, estate tax avoidance, retirement income modeling, comprehensive insurance coverage, fixed and variable annuity options, achieving maximum tax efficiency, debt reduction, long term care planning, Veterans Administration long term care benefits, IRA distribution planning, funeral expense planning, liability minimization - these are but a few of the issues included in our integrated financial, retirement and estate planning services. A comprehensive financial plan is critical to navigating today's turbulent times. With laws ever changing and new options continually evolving, it is imperitive that people seek professional, independent advice to maximize their resources and avoid outliving their funds. Increasing longevity is both a blessing and a curse; the difference is planning. Are you going to control your future or is the future going to control you?
News & EventsMr. Evans provides general educational seminars to prospective clients in Erie County as well as those living in Crawford and Venango counties. These workshops are held 6-8 times throughout the year and attendance is by invitation. Mr. Evans also provides topic-specific workshops for the general public 3-4 times per year. Notifications of these workshops appear in local newspapers prior to the events. For existing clients, there are several information and appreciation events each year. Guests of existing clients are welcome at these events. In addition, Mr. Evans presents mini-workshops to civic and church groups regularly. If your group or organization has an interest in such a presentation (done on a complimentary basis), please contact us and we will be glad to schedule a time to do so.
Checks & Balances TV: www.checksandbalances.tv ResourcesWhen creating comprehensive plans, we utilize many resources and tools to accomplish the client's objectives including those listed below. One of the relationships that brings tremendous opportunities to clients is an affiliation with Brookstone Capital Management, an SEC registered investment advisory firm in Chicago, and their custodian, TDAmeritrade Institutional. The combination of Brookstone's investment management, TDAmeritrade's custody and reporting capabilities and Evans Advisory's active oversight has resulted in impressive results for clients' portfolios. Investment options include:
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