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FINANCE CONSULTING

Your Financial Health Is Our Concern

We want to help you prepare for a stress-free financial future, recover form current financial shocks, and reduce current debt while maintaining a healthy and happy lifestyle.

Open Enrollment for 2024 health coverage period is November 1, 2023 to January 15, 2024.  Click button for easy online enrollment or contact us for assistance.

ABOUT US

Evest Solutions Is Committed To Helpinrg Our Clients Achieve Financial Success

Evest Solutions, in partnership with some of the nation’s top financial companies and brokerage firms, is dedicated to helping families and individuals build and maintain financial stability and prepare for stress-free retirement.  Our team of licensed professionals service multiple States including Georgia, Florida, New Jersey, Ohio, Nevada, Washington State, Texas, the Carolinas, Alabama, and Maryland.  Our team includes certified Medicare Advisors who are specially trained to help clients understand their benefits and identify cost-saving programs and options that allow them to keep more monies in their pockets.  Our team is also licensed and certified to assist individuals with finding affordable health insurance.  We value all individuals and their financial well-being.  At Evest Solutions, your financial heath is our concern.

Our mission is to provide the highest level of services to our clients, business partners and communities, through education, relationship building, and respect.

To Empower individuals to a healthy financial status.

We strive to do what is right for our clients through communication, teamwork, being respectful, honest, and professional, while providing the best options to meet their needs.

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OUR SERVICES

Checkout What We Provide for Our Clients

Our licensed professionals provide insurance protection and financial planning services to individuals, self-employed and businesses. Our goal is to arm individuals and families with knowledge that guides them to financial stability and debt-free retirement.

Health, Vision, Dental Insurance

We help individuals find the best coverage that fits their needs at affordable costs through top rated health insurance carriers.

Life Insurance

Life Insurance is an important component of a strong financial plan.

Disability Insurance

Disability Insurance is used to help cover portion of one’s income. 

Medicare Solutions

Request an appointment and we will be happy to help you understand your benefits.  You may also be eligible for additional Federal or State assistance. 

Worksite Benefits

Evest Solutions offers Worksite Voluntary Benefits to help supplement employee’s insurance coverage and retirement needs at no direct cost to the employer.   We will also find reliable group plans that work best for your small business and your employees.  If you are a new business (2-50 employees), or an existing business but reviewing other options, we offer a wide range of options designed exclusively for small group needs. 

 

Retirement Savings (Including 403b and IRA)

Saving for retirement is important if you want to be financially comfortable after you leave your job. Our professionals are here to guide you through the journey.

 

 

 

 

 

 

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Just For Kids

Whether they’re learning their vowels or learning to drive, Gleaner makes it easy to give the gift that can last a lifetime — insurability.

OUR PROCESS

Three Simple Steps To Start

It's easy to become a client and getting off to a great start with great products!

01

Contact Us

We get to know you and gather information

02

Evaluate Plans

We research the best products (options) for you, the client!

03

Consultation

We review the options with you as you  make the final decision

F.A.Q

How do I know what type of insurance is best for me?

When considering your protection needs first assess your financial situation and your investment goals then consider the coverage amount that’s best for you and your family. If your financial responsibility is higher than your income, consider a term policy. You may consider other options if your income and savings cover your needs and goals.

Am I Insurable?

Many individuals are insurable and do not know it. If you have health concerns, you may still be approved for life insurance. The type of coverage, coverage amount, and premium cost for life insurance vary based on age and health condition; however, some policies can be issued with limited medical related questions or even without medical exam.

What is disability insurance?

Disability insurance provides income should disability as a result of illness or injury prevents an employee from working

What is the difference between 401k and 403b?

401k is a retirement savings account that offers tax advantages. 403b is also a retirement savings account with tax advantages; however, 403b is offered to employees by tax-exempt organizations including religious organizations and schools.
TESTIMONIAL

What Our Happy Clients Say About Our Company

Highly recommended

When my mother relocated from Virginia to Georgia, she was still eligible for Medicare but had so many questions that I could not answer. We met Ms. Nordia Edwards during open enrollment, and she suggested setting an appointment with us to further explain moms’ options. She was patient and provided the guidance for my mother to make an informed decision. My mother said,  “Nordia made me feel like a family member, she was so kind.”

 As a business professional I can say that Ms. Nordia exceeded all expectations in customer service. She is caring and well versed. She assisted my mom a couple of years ago, but she will still touch base to make sure that my mother is well and to see if we have any questions or concerns.

Paula A. Miller, ( Broker )
Open Door Realty Group of GA, LLC
Best Decision Ever Made..

What is there not to say! Evest Solutions helped me find the perfect insurance that’s right for me and my daughter. Nordia explained everything and gave me options. I never felt forced to agree to any certain policy. I felt empowered by my decision and when I had questions, they were answered. Using their service was the best decision I could have made.
Thank you

Sydatris Thompson, ( Columbus, OH )