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MyProPlanner | Financial Planning

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CONTACTS AT MYPROPLANNER.COM

Evergreen Advisors, Inc.

Douglas Boschert

414 Wa●●●●●●Street

Sui●●●250

Cin●●●ati , Ohio, 45202

United States

(513)●●●●●-9150
(513)●●●●●-9170
ka●●●●●●●●●●●●●●@yahoo.com

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Evergreen Advisors, Inc.

Douglas Boschert

414 Wa●●●●●●Street

Sui●●●250

Cin●●●ati , Ohio, 45202

United States

(513)●●●●●-9150
(513)●●●●●-9170
ka●●●●●●●●●●●●●●@yahoo.com

View this contact

Evergreen Advisors, Inc.

Douglas Boschert

414 Wa●●●●●●Street

Sui●●●250

Cin●●●ati , Ohio, 45202

United States

(513)●●●●●-9150
(513)●●●●●-9170
ka●●●●●●●●●●●●●●@yahoo.com

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MyProPlanner - BETA
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Disclosures | MyProPlanner

http://www.myproplanner.com/disclosures

What We Do For You. Securities and investment advisory services offered through M Holdings Securities Inc., a Registered Broker/Dealer and Investment Advisor, Member FINRA. Evergreen Advisors Inc. is independently owned and operated. Please visit mfin.com/DisclosureStatement. For further details involving this relationship. Information relating to securities is intended for use by individuals residing in CA, FL, IN, KY, MI, NJ, OH, SC, and TX only. My Pro Planner Blog.

2

About Us | MyProPlanner

http://www.myproplanner.com/about-us

What We Do For You. To serve you as well as we can, we get to know your story, your goals and your life. So it’s only fair if you know ours. Doug Boschert, President. Mariann McDermott, CFP , Compliance Officer. Richard Roedersheimer, CFP – Financial Advisor. Brian Hodgeman, Vice President – Investments. Chuck Machock, Senior Vice President. Shelley Kearney, Client Relationship Manager. Shelley Kearney worked in financial services for more than 25 years at JC Bradford, Smith Barney and Morgan Keegan....

3

My Pro Planner Blog | MyProPlanner

http://www.myproplanner.com/category/my-pro-planner-blog

What We Do For You. My Pro Planner Blog Archive. Create a Custom Investment Plan And Manage Your Risks With Evergreen Advisors. Posted On November 6, 2015. My Pro Planner Blog. Published, September 2, 2015 – Covington, Kentucky If you’re like some investors, you need help from a professional financial consulting to really understand how to optimize.

4

MyProPlanner | MyProPlanner

http://www.myproplanner.com/author/myproplanner

What We Do For You. Create a Custom Investment Plan And Manage Your Risks With Evergreen Advisors. Posted On November 6, 2015. My Pro Planner Blog. Published, September 2, 2015 – Covington, Kentucky If you’re like some investors, you need help from a professional financial consulting to really understand how to optimize.

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