The preparation of a financial plan is a joint effort between the planner and the client. It is a project that begins in the today, defining the client’s current situation in terms of financial condition and personal harmony. Although financial goals and objectives are certainly included in the plan, this plan should also represent personal life goals as they relate to achieving happiness. The process helps clients efficiently plan their financial future, transforming their objectives into practical realities.
Everest Financial Advisors offers both comprehensive and segmented financial plans.
Total Wealth Management Services
Our Total Wealth Management Service seeks to encompass your many financial needs under one roof, for one fee, while helping you clarify your goals, achieve your objectives, and find peace of mind. This service addresses financial and life planning, management of investment assets and an array of financial planning functions. For many clients, we even include the preparation of their individual tax return!
We realize that along with financial success comes an increase in the complexity of issues. Since our Total Wealth Management Service provides for many aspects of our clients’ financial situations, we recognize the need to deal with the interdependent nature between investments, income and estate taxes, providing income for retirement, and daily expense management. We recognize that our clients’ unique financial needs and goals change over time, so we offer a wide spectrum of services, with on-going management. Investments must be continually monitored and rebalanced as both global and personal circumstances continue to evolve.
Our Total Wealth Management Service offers to provide the following services at no additional cost:
Management of your Investment Portfolio
Tax Planning and Cash Flow Management
Estate, Retirement and College Planning
Insurance Review and recommendations for life, disability, umbrella, auto, and long-term care coverage.