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.

Click For a No Obligation Consultation

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.
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Newsletters

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

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.

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