Broker Check

Building a Financial Foundation

Envisioning, Designing and Constructing YOUR Retirement Dreams

Envisioning - The first step is KNOWING what your Retirement will look like. 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?
  • How do you plan to achieve those goals?

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

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.

Our goal is to advise our clients so they can avoid common mistakes that can occur so they can make the most out of their retirement.

"People don't plan to Fail...they Fail to Plan."

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Business Owner Life Insurance

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jdduffey@everestfinancial.net |  859-291-9290