EVAN BELAGA CFP, CLU, ChFC
…has 37 years of hands-on financial planning experience working with individuals and business owners. Evan has successfully managed the ups and downs of the financial landscape since 1982 and is fully aware of the financial challenges retirees face, their need for a secure lifetime income and solutions to pay for long term care.
What sets Evan apart is that he takes a comprehensive approach to financial planning. As a Certified Financial Planner and Chartered Financial Consultant, Evan is uniquely qualified to help integrate all areas of financial concern: investments, taxes, insurance, retirement, employee benefits, estate and social security planning.
For business owners, Evan’s expertise extends to succession planning, retirement planning and all other types of employer and employee benefit programs. Complimentary business valuations and prototype buy-sell agreements are also available.
