WE HELP YOU INCREASE FINANCIAL AWARENESS AND DEVELOP A SUSTAINABLE RETIREMENT INCOME STRATEGY

Request a consultation and talk to one of our experts

Our Process

Helping clients design and live their best life today.

Establish Goals

Review and define what constitutes a “best life” for the individual client.

Take Inventory

Gather all pertinent financial informaiton..

Develop Strategy

Establish and provide client specific solutions geared for success.

Accountability Coach

Serve as the client’s partner in achieving success.

%

People reporting that running out of money is their biggest concern.

%

American adults that have less than 10K saved for retirement.

Amount of money in dollars Americans hold in credit card debt.

Everest Financial Advisors Services

We offer comprehensive financial planning, tax preparation, financial wellness education, Smartvestor pro.  More content and descriptions will be added here and then links will be created out from the listed services that are provided.

Advantages to working with Everest

  • Fee only Advisors, no commissions
  • Specialize in Public Employees
  • Advisors are required to be CFP® professionals
  • Your needs are put before all others
  • Client focused planning

WHAT IS THE SMARTVESTOR PRO PROGRAM?

A network of financial advisor and investment professionals throughout the country called SmartVestor Pros are people who are fans and followers of the Dave Ramsey approach.  Smartvestor Pros are financial advisors that have a Dave Ramsey relationship though the DaveRamsey.com website.  As a SmartVestor Pro, James Estep is required to follow a Code of Conduct when providing advice to clients.  This code of conduct requires we actively help clients become knowledgeable and educated concerning personal finances, investments, and an overall financial plan.  We are equipped with the information and tools needed to help you break the chains of debt, save for an emergency, and build a future of independence.   We are proud that James Estep has been selected to be one of your Local SmartVestor Pro advisors.

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