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You have spent a lifetime BUILDING other people's dreams, who is helping BUILD your dreams?

We can show you SOLUTIONS and DESIGNS to help BUILD your FINANCIAL FOUNDATION for retirement.

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. Have you thought about the following:

  • 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 - is there a plan in place for your business and personal life if you become disabled or pass away?

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 educational seminars for employers and employees.

MEAP - Multiple Employer Aggregated Program - is 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.