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A new video has been released from EverOak Wealth Co, our Retirement Plan Advisor Tim Watson, and is titled “Fear and Greed”.  Headlines and conversations can often tempt reactions and allocation changes at inopportune times. This 6 minute video focuses on the brain, and how our natural tendencies can ultimately be a distraction away from staying the course and remaining focused on long term strategies and goals. Enjoy!


You are always welcome to follow up with EverOak Wealth Co. to review your investment strategy.  Please email [email protected] and an associate will get back to you shortly. If your church is not yet participating, please refer to the New Employer Checklist on our Forms page. To change your elections, you and your church treasurer can refer to How to Make Contribution Changes. Please call Alliance Benefits at 800-700-2651 with procedural or forms questions.


Tim Watson currently maintains the Accredited Investment Fiduciary (AIF®) and Accredited Wealth Management Advisor (AWMA®) designations. Tim and his team at EverOak Wealth Co. recognize that running this race for the long term is one of the greatest challenges you’ll face in your lifetime. Thus, they combine critical planning and investment strategies with real-life perspectives. Their consultation is provided at no additional cost to Alliance 403(b) Retirement Plan participants.