We have years of experience in retirement planning, annuities, insurance products and the practice of law. We bring all of this experience to work for you and pride ourselves with coming up with the very best solution for you and your personal situation.
As our client, you meet with us and discuss your financial needs and your personal concerns. We go over what is truly important to you. Then we match up your needs to the features of the hundreds of annuities, insurance products and other financial options to find the best fit for your life. We work hard to provide you with the best income while protecting you from the things that concern you most.
We have helped many people over the years. Come talk to us and you’ll see for yourself why our clients keep coming back to us for more guidance. We form lifelong relationships with our clients, always working hard to find the products that will fit your life best.
Our Lead Agent
Biography – Louis J. Suarez, Jr. J.D.
Evergreen Financial Group, LLC is a comprehensive Estate Planning firm located at 127 W. Church Avenue, Longwood, Florida. Louis J. Suarez, Jr. is the owner and lead advisor at Evergreen Financial Group, LLC.
Louis resides in Longwood, Florida with his wife, Regina of thirty years and their three children. Louis graduated from Western New England College with a BA degree and earned his Juris Doctor degree from John Marshall Law School. Louis is an avid golfer and has been the Head Boys Golf Coach for Lake Mary High School for the past 10 years.
Throughout his career, Louis has received numerous awards of excellence from companies in the insurance industry.
Louis is a retired attorney that practices Estate Planning exclusively through Evergreen Financial Group, LLC. With his extensive legal and financial background Louis offers a unique perspective in Estate Planning. Louis has advised thousands of families and businesses in establishing a sound legal and financial plan utilizing the necessary legal documents to avoid unnecessary costs and delays many experience when settling an estate.
Louis is aware of the challenges of Estate Planning. With that in mind, Louis looks forward to advising clients and better understanding both the legal and financial aspects of a comprehensive Estate Plan.
Bars
The United States Supreme Court
Montana State Courts and Federal Courts
EDUCATION
Post Graduate
1988-1990 Pace University School of Law, White Plains, New York
Post-J.D. New York State law course work
Juris Doctor
1978 John Marshall Law School, Atlanta, Georgia
Honors
1976-78 Law Review Editor, John Marshall Law Review
Undergraduate
1975 Western New England College – Springfield, Massachusetts
Bachelor of Arts: Government
Disclaimer: This is not investment advice. All information on this website is intended for your educational purposes only and is not intended to make a recommendation that you purchase an annuity. We are not liable for any potential damages that may be incurred from this information or your use of it. You should always consult a licensed financial or insurance professional and complete a suitability review before investing. Detailed product information such as Surrender Yields, Premiums, Age Restrictions, Riders, Fees and Withdrawals provisions may vary by product, and can vary based on state availability and are subject to change without notice. Some products are not available in all states, and will be provided by a licensed Annuity Agent.
The optional lifetime income benefit riders are used to determine the lifetime payouts only and are not available for cash surrender or as a death benefit unless stated in the annuity contracts and any attached riders, endorsements and amendments. Some fees may apply which are listed in your contract. Surrender fees apply to the base contracts. All guarantees are based on the financial strength and claims paying ability of the insurance company. They are not FDIC or NCUA insured. It is very important that you read all of the insurance contract disclosures carefully before making any purchase decisions. This does not represent taxation, legal, or investment advice.
