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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Acres of Diamonds
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
How to help determine life insurance needs to provide for your family after you pass away.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much you have the potential to earn during your working years.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Recent changes in estate tax laws could affect the strategy you have in place.
What does your home really cost?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.