Managing Your Wealth and Mental Health
Financial wellness is one factor that must be taken into consideration and remains a vital component in our lives. According to Service Credit Union, "Financial stress can manifest in various ways, including anxiety, sleep disturbances, and difficulty concentrating. It’s essential to acknowledge these signs and address them proactively. By recognizing and understanding your financial stressors, you can take the necessary steps to alleviate them."
Everest Financial Inc. is committed to assisting first responders with financial planning and is proud to partner with COPFCU (Cincinnati Ohio Police Federal Credit Union) to provide retirement planning services and co-sponsor events across the tri-state region.
There When You Need Us
At Everest Financial Inc., we are honored to provide wealth management and retirement planning services for first responders and COPFCU. The unselfish leadership qualities demonstrated by our law enforcement officers, firefighters, EMS crews, and veterans make us proud to serve them with the same commitment and passion with which they serve us and our communities. We travel across the tri-state area to attend conferences and symposiums, conduct free informational workshops, and meet one-on-one with these hard-working, loyal individuals who consistently put the well-being of others before themselves.
Bringing Our Services To You
From first responders to educators, small business owners to non-profit organizations, Joseph Duffey and the staff at Everest Financial Inc. strive to provide clients with the absolute best customer service possible. Sometimes this means going the extra mile – to venues across Ohio, Kentucky, and Indiana – so we can meet face-to-face with individuals who trust us to advise them on money management and retirement planning. We take this responsibility seriously, whether helping first responders navigate defered compensation and/or the Deferred Retirement Option Plan (DROP), or helping young families set up retirement accounts for later in life.