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A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days

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.

Helpful Content

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When Life Insurance Becomes Taxable

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An Inside Look at Retirement Living

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Learn how to harness the power of compound interest for your investments.

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It's easy to let investments accumulate like old receipts in a junk drawer.

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From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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