THE APPOINTMENT IS FREE. THE ADVICE IS PRICELESS.
Since 1994, Frank Rezack and the staff of Evergreen Financial Group have been dedicated to helping investors accumulate, protect, and enjoy their wealth.
We believe investors should not be chasing financial rainbows. In fact, our goal is to help our investors achieve their financial goals, and work towards attractive returns. Isn't that what we all really want? We believe that gambling and investing are not the same thing. We have an obligation to guide our investors in directions that will maximize the possibility of achieving their financial objectives. We offer a full range of investments. We focus on those that are based on real value, offer a high degree of stability, and frequently pay significant dividends or interest. The best way to find out about what we do is to make an appointment.
|Firm Start Year:||1994|
|Name of Broker/Dealer:||Berthel Fisher|
|Name of Custodial Firm:||National Financial|
|States Licensed in:||CaliforniaFloridaAlaskaHawaiiIllinoisIndianaIowaMinnesotaSouth DakotaTennesseeWisconsinNew York|
|Number of Years with Current Firm:||22|
|I work with the following types of clients:||Non-Profit Organizations, Businesses, Individual Investors|
|Investment Types:||Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Stocks, Commodities, Annuities, Bonds, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via phone, At my office, At your home, Via email, At your office, Video Conference|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Variable Annuity, Variable Life, Life, Annuity, Long Term Care|
|Financial Organization Memberships:||Financial Planning Association (FPA), Paladin Registry|
|Firm's Number of Clients:||450|
|Firm's Number of Planning Clients:||400|
|Firm's Number of Managed Clients:||400|
|Assets Managed by Firm:||$100MM|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee-Based (Fee and Commissions)|
|Compensation Methods:||Commissions, Based on Assets, Hourly, Flat Fee|
|Additional Details on Charges:||We put our clients' interests before ours. The decision between a fee based or commission based account is determined by what is best for the client.|
|Organization:||Dance Council San Francisco, CA|
|Position :||Board Member|
|Duration :||May 1999-Currently holding|
Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through BFC Planning. Evergreen Financial Group is independent of BFCFS and BFC Planning.
Frank has been an Independent Financial Advisor with Berthel Fisher Financial Services since 2001. He attended Concordia College in Moorhead, University of Minnesota Twin Cities and Carlson School of Management. Frank has over 20 years experience in financial planning and wealth management.
Frank is qualified and licensed to utilize every investment vehicle including stocks, bonds, mutual funds, annuities, life insurance, etc.
Frank is an avid hiker and has hiked both the Lake Superior National Trail and the Appalachian Trail. He likes to cook and loves great food and wine...not necessarily in that order.
Financial Advice & Consulting
Financial planning is both a science and an art. Our investment knowledge and expertise combined with our open and honest communication has helped us build strong and successful partnerships with our clients. Evergreen Financial Group is committed to our clients and to their ever-changing needs. We provide regular educational programs to enable our clients to better understand their investments, how they work and how to adapt their portfolios to take advantage of marketplace opportunities. In addition, on-going reviews keep investors on course.
Financial Planning for Individuals
Selecting the right advisor can increase your confidence when it comes to your financial future. We believe in working with our clients. Each investor is unique. It is essential that your portfolio is tailored not only to your current financial situation, but to your future financial goals. Financial planning is both a science and an art. Our investment knowledge and expertise combined with our open and honest communication has helped us build strong and successful partnerships with our clients.
Who is taking care of your 401K after you leave your old company? We specialize in helping you understand how important it can be to consolidate your 401K into your Traditional and Roth IRA plans. If you have questions, we have the answers!!
|Mon.||10:00 AM - 4:00 PM|
|Tue.||8:00 AM - 4:00 PM|
|Wed.||8:00 AM - 4:00 PM|
|Thu.||8:00 AM - 4:00 PM|
|Fri.||8:00 AM - 12:00 PM|
For the past 10 years, Twin Cities Business Monthly has awarded me five stars as an outstanding wealth manager. Details of the award can be found at: www.fivestarprofessional.com