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Business Owner Services 

Solutions and Designs to Build Your Financial Foundation for Retirement Regardless of the Size of your Business.

Our first priority is helping you take care of yourself, your business, and your family. We want to learn more about your personal and business situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. We provide Business Planning:

  • Business Tax Reduction Strategies
  • Buy Sell Agreement Design
  • Employee Fringe Benefits
  • Retirement Plans including 401(K)s, Simple IRAs, SEPs
  • Deferred Compensation
  • Business Exit Strategies


Business Succession Plan

Preparing for the unforeseen in life, are you prepared? 

Retaining Employees

How do you retain your employees? What benefits do you offer?

Salary Continuation Planning

How do you retain your employees? What benefits do you offer?

Multiple Employer Aggregated Program

Multiple Employer Aggregated Program

A qualified retirement plan adopted by multiple employers through their association with the sponsoring organization, which acts as the lead sponsor. The MEAP is designed to gather the plan's important administrative, recordkeeping and fiduciary services to be overseen by a third party, which allows the plan sponsors who participate to outsource many responsibilities that come with running a retirement plan, and often, helps reduce cost.

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What We Do

What We Do

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 plan, SEPs, and SIMPLE IRA plans. In addition, he provides financial workshops for employers and employees.

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Watch our Cares Act Video!

Watch our Cares Act Video!

Cares and Secure Act and how it relates to your Retirement plan

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