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Retirement Planning and Wealth Management for Individuals and Small Businesses Owners

Based in Kentucky, Everest Financial Inc. works with both individuals and small business owners in multiple states, including Kentucky, Ohio, Indiana, Arizona, Georgia, and Texas. With securities licenses 6, 7, 63, 65, and 24, and certifications as a Chartered Life Underwriter® (CLU®), Retirement Income Certified Professional® (RICP®), and National Social Security Advisor, Joe Duffey has a comprehensive array of training and experience that may address a variety of client needs as well as educate them on Planning for Retirement.

Everest Financial works with individuals approaching or in retirement and helps them manage their wealth and develop a retirement plan. Utilizing a variety of resources, including state-of-the-art technology, Joe assists clients in Social Security analysis and retirement income planning. His services include long term care and life insurance, annuities, financial planning, Social Security planning, estate planning, and wealth management.

Joe works to structure an investment portfolio with an emphasis on providing a predictable and sustainable inflation-adjusted income. Through his training in Social Security and retirement income planning, he assists clients on how and when to claim Social Security and incorporates it into a retirement plan. Joe’s goal is to advise his clients so they can avoid common mistakes made by many retirees and make the most out of their retirement.

Small Business Owners
Everest Financial works with small business owners in a variety of fields, including construction and non-profit. Joe assists in the design, implementation, and servicing of qualified retirement programs, including 401(k), 403(b), money purchase, SEPs, and SIMPLE IRA plans as well disability insurance plans. In addition, he provides educational seminars for employers and employees.