Debbie Majher CRC


𝑴𝒚 𝒘𝒉𝒐𝒍𝒆 𝒍𝒊𝒇𝒆, 𝑰 𝒘𝒂𝒏𝒕𝒆𝒅 𝒕𝒐 𝒉𝒆𝒍𝒑 𝒐𝒕𝒉𝒆𝒓𝒔. So, I became a teacher.

I started teaching in the Cleveland Public Schools right after I got married. It was very stressful, and most nights I brought work home. After I had my two kids, I knew I needed a change.

I left the public schools and followed my children through their own schooling. I really loved teaching in a small private school – I loved my students, my fellow teachers, the parents.

𝗧𝗵𝗲 𝗱𝗼𝘄𝗻𝘀𝗶𝗱𝗲 𝘄𝗮𝘀 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹. There wasn’t much money left to put aside for retirement. And I was so busy helping others, I couldn't address it. When my children entered high school, I decided to focus on me. At the end of the day, 𝗺𝘆 𝗵𝘂𝘀𝗯𝗮𝗻𝗱 𝗶𝘀 𝗻𝗼𝘁 𝗮 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻. I needed my own plan.

I chose the financial advisory industry because it was the best way to learn for myself how to solve my own problems and help others at the same time.

I started by helping both public and private school teachers set up plans to help themselves and their families. Teachers they help and give of themselves all day long, and then they take care of their own families when they get home. I was glad to take the financial piece off their shoulders.

When my mom passed away in 2015, I realized the 𝙧𝙚𝙖𝙡 𝙨𝙞𝙜𝙣𝙞𝙛𝙞𝙘𝙖𝙣𝙘𝙚 of what I was doing. My mom was a smart, savvy, accomplished Real Estate Agent. You could feel the room light up when she walked in and everyone in our community knew her. 𝗦𝗵𝗲 𝘁𝗵𝗼𝘂𝗴𝗵𝘁 𝘀𝗵𝗲 𝘄𝗼𝘂𝗹𝗱 𝗮𝗹𝘄𝗮𝘆𝘀 𝗯𝗲 𝗮𝗯𝗹𝗲 𝘁𝗼 𝘄𝗼𝗿𝗸 𝗮𝗻𝗱 𝘄𝗼𝘂𝗹𝗱 𝗻𝗲𝘃𝗲𝗿 𝗻𝗲𝗲𝗱 𝘁𝗼 𝗿𝗲𝘁𝗶𝗿𝗲.

But the housing bubble burst, and then came, and my mom’s finances were devastated. It devastated her personally, too. And it was too late by that time to fix things. My heart ached as I watched my strong, confident Mom have to turn to and rely on her children and the government to get by each month. And like a spouse, 𝘁𝗵𝗲 𝗴𝗼𝘃𝗲𝗿𝗻𝗺𝗲𝗻𝘁 𝗶𝘀 𝗻𝗼𝘁 𝗮 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻.

𝙄 𝙖𝙢 𝙤𝙣 𝙖 𝙢𝙞𝙨𝙨𝙞𝙤𝙣 𝙩𝙤 𝙣𝙤𝙩 𝙡𝙚𝙩 𝙩𝙝𝙞𝙨 𝙝𝙖𝙥𝙥𝙚𝙣 𝙩𝙤 𝙖𝙣𝙤𝙩𝙝𝙚𝙧 𝙬𝙤𝙢𝙖𝙣. My PATH process focuses on you - your goals, priorities, plans, and values. I am passionate about helping women feel 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝘁, knowing they can 𝙛𝙤𝙘𝙪𝙨 𝙤𝙣 𝙝𝙚𝙡𝙥𝙞𝙣𝙜 𝙤𝙩𝙝𝙚𝙧𝙨 𝙖𝙡𝙡 𝙙𝙖𝙮 𝙬𝙝𝙞𝙡𝙚 𝙄 𝙝𝙚𝙡𝙥 𝙩𝙝𝙚𝙢 𝙙𝙚𝙫𝙚𝙡𝙤𝙥 𝙩𝙝𝙚𝙞𝙧 𝙤𝙬𝙣 𝙥𝙡𝙖𝙣.👍️

Dave Majher


Dave has been a licensed Health & Life agent since 2001. For the last ten years he has concentrated on Health insurance for Medicare individuals. He looks at the needs of the client and finds the plan that is best for them. As an independent agent, he has access to the multiple companies and plans that can work for the client – not just one company. David also services clients in the under 65 Health Insurance, Final Expense life insurance and Dental Insurance.

In addition, David has developed knowledge in the STRS and Federal Workers Health benefit programs and has helped many find the best plan for them during their retirement years.

Dave is a big Cleveland Sports fan, Indians, Cavs and Browns. He also enjoys playing golf and Pickleball when the opportunity arises. ​ ​

Our Family - Josh, Amanda, Debbie, Dave, Jackson, Madison

ABOUT US

Steve Sousa founded Advanced Financial Concepts in 1979. As a national retirement planning expert and charter life underwriter, he has been a leading producer for ING, Lincoln Financial and Penn Mutual throughout the course of the past four decades.

Steve built his business through the relationships he made in the community. It was not uncommon to find him out on a sports field either coaching or volunteering. He was so passionate about youth sports that he took it upon himself to establish a new Little League in Northwood, CA. the very same Little League that would eventually go on to win the 1987 Little League World Series. Whether it was on the sports field or at church, he always treated people like family. He and his wife even opened their home to over 70 foster kids throughout the years. In addition to their own 4 children, they adopted several foster kids to make them a permanent part of their family. Treating people like family has become the guiding principle to his success.

Steve built his business through the relationships he made in the community. It was not uncommon to find him out on a sports field either coaching or volunteering. He was so passionate about youth sports that he took it upon himself to establish a new Little League in Northwood, CA. the very same Little League that would eventually go on to win the 1987 Little League World Series. Whether it was on the sports field or at church, he always treated people like family. He and his wife even opened their home to over 70 foster kids throughout the years. In addition to their own 4 children, they adopted several foster kids to make them a permanent part of their family. Treating people like family has become the guiding principle to his success.

Debbie Majher

Certified Retirement Counselor

216-659-7268

Robert Sousa

Executive Director

In addition to serving in the Army from 1993-1999, I have spent the last 20 years as an entrepreneur starting and growing businesses. I have learned almost every aspect of growing a business, and have excelled in the area of...

David Majher

Life & Health Insurance Agent

216-659-7230

Brian Walker

President

(714) 543-5955

As a financial advisor, a father and coach, I enjoy serving the local community of my hometown in Tustin, California. It's incredibly rewarding to watch young players improve at sports and become better athletes. The lessons they learn...

Rookie - Evergreen Mascot

Will Work for Cheese

We got Rookie seven years ago as a rescue dog from Kentucky. He is an interesting looking dog so we decided to get a DNA test done on him to find out what he really is. The DNA results came back 25% Australian Cattle Dog, 25% Beagle, 25% Chihuahua, 25% Jack Russell Terrier. ​ Rookie's picture will show up on important items that you should know about, we call this a Rookie FACT. We thought he would be more cute than an old wise Owl.

Edward Schuh

Senior Investment Manager

(310) 363-7200

Edward (Eddy) Schuh was born and raised in St. Louis, Missouri where his family instilled traditional Midwest values including working hard and treating everyone as they want to be treated. Upon completing his secondary education, Eddy...

Jessica Markworth

Client Service Manager

(949) 543-5955

Dedicated and technically skilled business professional with a versatile administrative support skill set developed through experience as an office manager, secretary, administrative assistant and office clerk. Excel in resolving...

In addition to serving in the Army from 1993-1999, I have spent the last 20 years as an entrepreneur starting and growing businesses. I have learned almost every aspect of growing a business, and have excelled in the area of...

Large Call to Action Headline

Jill Sousa

Life Insurance Agent

(714) 543-5955

When people ask me what I do for a living, I giggle a little, wanting to respond with... “Well, let’s see here… I’m a, a housekeeper, a made-to-order chef, a family therapist, a referee, a laundry machine...

Shawn Sousa

Regional Vice President

(714) 543-5955

Serving Riverside County | Financial Planning | Retirement Planning | Tax Planning in Retirement |Investment Diversification | Retirement Risk Mitigation | Financial Planner who specializes in helping folks retire with limited to no...

CONTACT US:

Dave Majher: dave@evergreenrs.net

Debbie Majher: deb@evergreenrs.net

General: info@evergreenrs.net

Office: 440-306-8349

Open Hours: By Appointment both in Office and Virtually

DISCLAIMER:

This website is for informational purposes only, and should not be taken as investment advice for your situation. Investment services are provided through Evergreen Wealth, LLC, and insurance services are provided by Debora Majher and/or David Majher, independent insurance agents.

CONTACT US:

info@theafigroup.com

Office: 714.543.5900

Hours: Monday - Friday | 8AM - 5PM

DISCLAIMER:


The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.


We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.


Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190

Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626

Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.