Dedicated to Helping Clients Preserve Their Wealth and Plan For Retirement
Located in Covington, Kentucky, Everest Financial Inc. is an independent wealth management and retirement planning firm serving individuals and small business owners in the local Cincinnati tri-state area, including Ohio, Kentucky, and Indiana, as well as Arizona, Florida, and Georgia.
Joseph Duffey, founder of Everest Financial, is passionate about helping clients invest wisely and seeks to share with them ways to protect and preserve their wealth. From the first meeting with clients, Joe puts the client’s goals first, learning about their dreams and how they wish to spend their retirement. With a positive attitude, Joe is dedicated to working with his clients as a team in hopes of providing his clients confidence in their financial and retirement planning.
With more than 23 years of experience in the financial industry, Everest Financial has worked with a number of individuals and small business owners from a variety of backgrounds, including construction, non-profit, education, banking, and retired military. As an independent firm utilizing state-of-the-art technology, Everest Financial aims to provide clients with advice and retirement services that may fit their unique needs.
Succeeding at Business Succession
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Military families face unique challenges, making personal finance even more critical.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
It's important to make sure your retirement strategy anticipates health-care expenses.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
When do you need a will? The answer is easy: right now.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Recent changes in estate tax laws could affect the strategy you have in place.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.