Chris Everett, LUTCF
Financial Planner / Investment Advisor

Everett Wealth Solutions, Inc., Investment Advisory Service, River Forest, IL

Everett Wealth Solutions, Inc. - Financial Planning and Asset Management - located in River Forest, Illinois.

Comprehensive Financial Planning means that we review everything with a dollar sign connected to your life. Identifying money you may be losing unnecessarily from incorrect asset allocation; investment selection; inefficient debt structure; insurance coverage or income and estate taxation; and even how you pay for college education, we often recapture tens of thousands, if not hundreds of thousands of dollars for you.

Asset Management carefully designed and implemented with risk protection is an essential component of financial success - whether you choose to be in the market or not.

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Free from financial worry, you are able to spend time doing the activities that bring you the most satisfaction. You become clear about what is important to you in life and understand that money is nothing more than a tool for you to use to support your value system.

As a result of our work and planning strategies, our clients enjoy total wealth optimization. We assist them in gaining clarity in a world of increasing complexity by serving as their personal CFO.

Our mission is to help every client have an exceptional future. So we assist our clients in achieving the goals and objectives that are most important to them. Take a look at our Financial Planning Mindset for more information.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Credit Card Debt

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HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

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