Our mission is to listen intently and know you very well. We present clients with creative ideas on how to use accumulated wealth to empower a legacy for generations to come. We help to reduce wealth leaks, preserve the assets you have accumulated, and reallocate them for your retirement years - so that your journey is a pleasant one.
Everett Wealth Solutions (EWS) offers fee-based comprehensive financial planning and asset management inside a 4-Step Process.
Step 1: Discover
Step 2: Understand
Step 3: Choose
Step 4: Implement
Together, we help you create your personal wealth, retirement, and college funding solution that's in alignment with who you are and what you want to accomplish. Whether you are building wealth or have already accumulated substantial wealth, it is our privilege to help you create your personal wealth, retirement, and college solution.
working with a fiduciary
Is your retirement plan and family security based on what the financial representative was allowed to sell? Consider an independent, Fiduciary level of service to protect your financial future and loved ones. The difference between a Fiduciary Advisor and a “suitability standard“ at most investment firms is that a Fiduciary is required to put their client’s needs before their own.
Discover the difference as we discuss:
- Investment Structure and Cost
- Paying for College
- Optimizing Social Security and Lifetime Retirement Income
- Creative Ways to Pay for Long Term Care
- Knowing When You Have Enough to Retire
We also believe in giving back to our community with our time, talent and treasure. We sponsor local College Scholarships; offer educational workshops on retirement and college planning as a community service and hold board positions.
It would be our pleasure to begin a conversation with you to see if we are a good fit. We are happy to provide a consultation to help discuss your planning needs.
Please give us a call today at 708-771-7777 if you have any questions about our workshops, or financial planning process.
Blessings to you.