At Everest Financial Advisors, we know that true financial freedom requires thoughtful planning and financial awareness of your specific situation. Having a solid foundation is the starting point for any successful endeavor.
To ensure your long-term financial success, we listen, identify and understand your life goals, we educate and collaborate with you to create a personalized Roadmap geared towards your success. Building a well-coordinated financial strategy is critical and includes the following:
- Cash Flow management plan
- Health, life and property insurance
- Disability and long -term care insurance
- Retirement planning
- Sustainable Income Strategies
- Estate planning
- Elder care
We work closely with your CPA, attorneys and other professionals to simplify your life and implement a coordinated strategy. Wealth planning is not a single event but rather continual ongoing process. As your advisor we will meet with you periodically, allowing us to update and adjust the planning process whenever necessary.