Welcome to Evolution Financial Group (EFG)

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Address:

6400 S Fiddlers Green Circle , Suite 600
Greenwood Village, CO 80111

Phone:

303.779.6512

Fax/Other:

303-779-6520

Articles

75% of Americans agree they would benefit from having basic financial education and information.

Source: The 2016 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Estates & Trusts

  • Preserving My Estate

    Life insurance can be used to help preserve your estate’s value for your heirs.

Retirement

  • Retirement Plan Distributions

    When receiving money accumulated in your employer-sponsored retirement plan, you have two options: lump sum or annuity.

Tax Planning

  • Tax Deferral

    There can be a substantial benefit to deferring taxes as long as possible.

  • Tax-Advantaged Investments

    Many traditional tax-advantaged investment strategies have gone away, but there are still some alternatives.

  • United States Tax History

    American tax law is a constantly changing landscape. The latest major piece of tax legislation is the Tax Cuts and Jobs Act of 2017.

Investing

  • Diversification

    An important element to successful investing is to manage investment risk while maintaining the potential for growth.

  • Annuities

    An annuity is a flexible financial vehicle that can help protect against the risk of living a long time because it provides an option for a lifetime income.

  • Asset Classes

    There are five broad asset classes that you should take into consideration when constructing your investment portfolio.

Cash Management

  • Effects of Inflation

    Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.

Risk Management

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck