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, 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.
How to Bake a Pie-R-A
Roth IRAs are tax advantaged in a different way from traditional IRAs.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
This calculator demonstrates the power of compound interest.
Estimate how much income may be needed at retirement to maintain your standard of living.
Enter various payment options and determine how long it may take to pay off a credit card.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
What does your home really cost?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Smart investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, cracking the code on bonds.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”