About Everest Wealth Management

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Everest Wealth Management, Inc. specializes in protecting your money and income in retirement. Whether you have a retirement nest egg of five million or $250,000, we can help you make sure it works as hard and as smart as you did in earning and saving it.

Our Specialty

Everest Wealth Management, Inc. specializes in protecting your money and income in retirement. Whether you have a retirement nest egg of five million or $250,000, we can help you make sure it works as hard and as smart as you did in earning and saving it. If you’re typical, your retirement could last as long as 30 years and you simply cannot afford to make mistakes with your retirement money. You do not want to run the risk of diminishing your lifestyle during your leisure years. We have helped hundreds of individuals and households enjoy retirement knowing that their money is ready for them when they need it.

Our Services

We offer a variety of insurance and annuity solutions which can be used to help accomplish your retirement income goals. Our commitment to advanced education and superior client service sets Everest Wealth Management apart from other financial professionals.

Everest Wealth Management, Inc. does not custody your assets. Instead your assets are under the custody of the Insurance institutions. These custodians are responsible for retention and safekeeping of your assets.

Where to Put Your Money

There is no one “best place” to put your retirement money because each person has their own unique needs. In order to make sure your money is in the appropriate place for you, your individual circumstances must be taken in to consideration. This is where we can be of service.

The two most common money mistakes made by the retirement-minded are:

  1. Putting all of their retirement assets in short-term savings solutions.
  2. Unknowingly taking risks they can’t afford.

If you have all of your retirement money in highly liquid places that allow you access immediately, you are paying a dear price for liquidity you may not need. Far too many people have all their retirement money in the market and exposed to the risk of principal loss. Certainly some of your money needs to be in short-term places that give you immediate access, but insurance and annuity solutions are also viable options for many baby boomers.

Free Consultations

At the very least, you owe it to yourself to meet with a knowledgeable professional about the most important financial decisions in your life. It is very important for you to get retirement right because there is no second chance.We hope that you will give us an opportunity to meet with you and discuss your goals in retirement. There is no cost or obligation associated with this meeting.