What We Do
Our focus is increasing financial awareness and developing sustainable retirement income strategies for our clients.
Our process is designed to address the most pressing needs for Municipal, County, and State workers as well as healthcare providers during their accumulation years or transitioning into retirement. We understand that everyone’s situation is unique and we are prepared to help you address this. Whether you are in the first half of the game or the second half, we are prepared to give you the advice that best suits your needs.
Our expertise in Defined Benefit Pensions, DROP, and 457/403b plans allows us to develop tax-efficient, predictable, and sustainable income streams to meet the needs of each and every client. We welcome you to our site and look forward to working closely with you to achieve all your financial goals and dreams.
Our web portal offers many tools exclusively to our clients.
We are a fee only firm, this means we are not paid commissions on products.
We believe in providing education to employees in their workplace.
We offer tax preparation to new and current clients as an added value.
Dave Ramsey is America’s trusted voice on money and business. He is a personal money-management expert, extremely popular national radio personality, financial author of seven best-selling books, and creator of Financial Peace University (FPU). This is a program that helps people dump their debt, get control of their money, and learn new behaviors around money that are founded on commitment and accountability. Visit our smartvestor page here.
Our clients are able to login to their personal web portal to see their account information and much more in one place. MoneyView360.com is our premier web portal that keeps our clients information safe and secure.
This website is a publication of Everest Financial Advisors. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.