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.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator demonstrates the power of compound interest.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
With alternative investments, it’s critical to sort through the complexity.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Learn how to harness the power of compound interest for your investments.