EveningStar Capital Information

We focus on solutions for professionals with succession planning as a forefront. This could be planning for retirement, buying or selling a business, large purchases, mitigating taxes now and in retirement, proper estate planning, college planning for children, etc. These “next steps” in life are inevitable and can be very complicated. We are in the business of planning for the inevitable. We employ a comprehensive planning approach combined with sophisticated technology designed to optimize your results and help achieve your financial goals. To make your life easier, we utilize our “family first” software to serve as a personal financial website. This is a secure, up-to-date window into your entire financial world - accessible to you at anytime from anywhere with an internet connection or mobile device. All your financial accounts (investments, debt, savings, etc.) can be viewed in one place and updated in real time. collaborate with everyone professional (Insurance, Investment, Taxes, Estate Planning, etc) at the click of a button. Ability to view reports that reflect your current account values and market changes. Net worth is calculated and updated daily. Access a secure online vault for your important financial documents.