Evans Wealth Planning
Your guide to building and protecting your wealth Our goal is to understand our Clients first and foremost. Stephen D.
Located in Downtown Springfield, Missouri Evans Wealth Planning strives to provide an exceptional client experience. We use a comprehensive and holistic investment approach for your wealth that integrates your long term goals with financial solutions using a planning based consultative approach. We will spend as much time as necessary to understand you before any investment decisions are made. Ev
Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.
05/29/2026
A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.
Inflation & Retirement See how inflation over time could affect the purchasing power of your retirement income.
05/27/2026
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Do You Owe The AMT? If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
05/25/2026
How much is enough for your emergency fund?
Your Emergency Fund: How Much Is Enough? Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
05/22/2026
If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.
The Power of 401k Catch-Ups See how catch-up contributions after age 50 could significantly boost your retirement balance.
05/20/2026
As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.
Making Sense of HSAs and FSAs How HSAs and FSAs might help your household.
05/18/2026
How prepared are you for retirement?
The Pre-Retirement Checklist This checklist can give you a quick snapshot of how prepared you are.
05/15/2026
Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.
Retirement Questions That Have Nothing to Do With Money Things to consider before retirement.
05/13/2026
In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?
What Will You Do With Your Bonus or Windfall? This article examines one's options when receiving a work bonus or other financial windfalls.
05/11/2026
We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need for proactive measures to protect against this pervasive threat.
The Threat of Identity Theft An article informing readers about the threats of Identity Theft.
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Address
4730 South National Avenue B4
Springfield, MO
65810
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |