Please click here to view our form CRS (Client Relationship Summary)
Welcome to Evans Capital Management, a full-service company specializing in retirement planning and estate conservation. We are committed to serving the insurance and financial needs of individuals and employers throughout the Pacific Northwest. Assistance with asset creation and preservation is our primary focus. Together we can help identify your goals, analyze your risk profile, assess your needs, establish a plan of action, then manage that plan.
As personal financial professionals, we can:
- Recommend solutions that fit your needs
- Deliver timely information
- Explain how changing financial conditions affect you
- Monitor your financial progress
- Make investment planning easier
Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest. If you have any questions, please use the contact information to the right of the page. We will be happy to help. We look forward to talking with you.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.