Dedicated to Helping Clients Preserve Their Wealth and Plan For Retirement
Located in Ft Mitchell, 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, Wyoming, 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 25 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.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Understanding how capital gains are taxed may help you refine your investment strategies.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Here are five facts about Social Security that are important to keep in mind.
Being healthy not only makes you feel good, it may also help you financially.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Why are 401(k) plans, annuities, and IRAs so popular?
How will you weather the ups and downs of the business cycle?
Here’s a quick guide to checking to see if you have unclaimed money.
Do you have causes that you want to support with donations? Here are three tips.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Are you ready for retirement? Here are five words you should consider.