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305 Artillery Park Drive, Suite 202, Fort Mitchell, KY 41017

859-291-9290
jdduffey@everestfinancial.net
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Our Process

We Have the Tools and Background to Build Your Financial Foundation to Reach Your Retirement Dreams

As financial professionals, our firm is committed to helping people create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to DESIGN a program that aims to carefully balance investment strategies with preserving principal.

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, those decisions are vital in helping you pursue your goals. Almost everyone wants to avoid a costly mistake that can alter their retirement vision.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to  MONITOR those opportunities and position your portfolio to benefit from changing conditions.

We enjoy helping people put their financial house on a solid foundation for the future.

<h2 data-section-id="13" data-box-id="1" data-box-type="title">Envisioning</h2>

Envisioning

The first step is KNOWING what you want in Retirement. Through Visualizing your Dreams, we assist clients in pinpointing their specific Retirement Goals.

  • What do you want to do in Retirement?

  • Where do you want to go?

  • When do you plan on Retiring?

  • How do you plan to achieve those goals?
<h2 data-section-id="13" data-box-id="2" data-box-type="title">Designing</h2>

Designing

The next step is designing a solid FINANCIAL FOUNDATION. by having a strong financial foundation, you can begin building your retirement plan.

  • Analyze current situation, reviewing current investments and social security benefits with our state of the art software
  • Using a variety of "financial tools" to provide a predictable, reliable, sustainable, inflation-adjusted income

  • Educating individuals on Retirement planning, Social Security, Taxes in Retirement and Estate Planning
<h2 data-section-id="13" data-box-id="3" data-box-type="title">Constructing</h2>

Constructing

Taking your design, tweaking it to suit your financial situation to build your retirement dreams.

  • Implement your plan with your personalized analysis.

  • Build the financial structure with the "financial tools" that you have chosen.

  • MONITORING your Financial Foundation,  we meet with clients  annually (or more if client requires) to look at your retirement plan and adjust to any changes that have occurred. We strive to keep your retirement dreams on track.

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