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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
This worksheet can help you estimate the costs of a four-year college program.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
There are things about Social Security that might surprise you.
A change in your mindset during retirement may drive changes to your portfolio.
This calculator demonstrates the power of compound interest.
Estimate the potential capital gains taxes due on your transactions.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work in 2012 to pay federal tax liability.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
How federal estate taxes work, plus estate management documents and tactics.
Are you ready for retirement? Here are five words you should consider.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Investors seeking world investments can choose between global and international funds. What's the difference?
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.