What We Offer
What Does Everson Financial Offer?
Since making the right investments and insurance decisions are key to helping you reach your goals, I want you to be assured that I offer products from many well-known financial services firms. The following are examples of just some of the products I offer through MML Investor Services Inc.
Retirement Services
Your retirement is one of the biggest investment concerns for most people. In addition to managing retirement assets, such as rollover individual retirement accounts, Everson Financial can help you determine whether you have accumulated enough assets to fund retirement. We also offer complete asset allocation services to help you maintain your lifestyle and meet income needs in retirement.
Estate and Financial Services
Properly structuring your Estate helps you determine how your assets will be transferred to family or charity. It also allows you to minimize estate taxes which can be as high as 55%. Our estate strategy experts work with you and your advisors to develop the right plan. Our expertise ranges from traditional planning, including charitable and non-charitable trusts, to truly out-of-the-box thinking to help business owners minimize taxes when they sell a business or launch an IPO. We blend estate and financial strategies to create comprehensive solutions for our clients.
The Financial Strategy Process:
Information is gathered regarding your assets, liabilities, current investments, insurance, expenses, income and goals. You decide when you would like to reach each goal and a ?road map? is made to show you how to reach each goal and what obstacles you must overcome. You will be shown how to protect yourself should things not go as planned. If you would like us to review your financial situation please email us and we will contact you about completing a financial questionnaire. There is NEVER any fee or obligation. Our relationships with local CPA’s and Attorney’s assure that your financial strategy will comply with all State and Federal tax laws.