Building Legacy & Financial Security

We provide personalized financial strategies to help Florida families protect their income and grow long-term wealth.

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Who We Are

Evergreen FL Financial Group is a premier advisory firm based in Orlando. Led by Regional Marketing Director Manasa Nagati, our mission is to simplify the complex world of finance into actionable, transparent strategies.

Our Expertise

Retirement Planning

Secure lifetime income and maximize your retirement years.

401(k) Optimization

Smart strategies to grow and protect your employer-sponsored plans.

Living Benefits

Insurance solutions that pay you while you are still alive.

College Funding

Start early and build a tax-efficient path for education.

Legacy & Estate

Ensure your assets reach the next generation exactly as you intended.

Mortgage Protection

Keep your family in their home no matter what life throws at you.

The 5-Step Process

01. Discovery

A no-obligation chat to understand your specific financial dreams.

02. Analysis

We audit your current status to find hidden risks and growth opportunities.

03. Strategy

We build a customized roadmap tailored to your specific goals.

04. Launch

We implement your plan using our network of top-rated providers.

05. Review

Life changes, and so should your plan. We stay by your side forever.

Get In Touch

Ready to start your journey? Contact us today for a complimentary review of your financial portfolio.


Manasa Nagati

Regional Marketing Director

+1 (689) 207-8426

nagatimanas@gmail.com