Personal support
We are always available if any more questions and concerns were to arise, getting back to you in a timely manner.
Why Everlast Wealth?
We work to better your future.
We understand that trust is important, especially when it comes to investment firms and financial services. We keep your best interests at heart, managing your portfolio with intelligence, honesty, and care. Let us use our extensive knowledge and resources to work for you and create a full financial analysis with products unique to your financial situation.
Our 5-Step Retirement Planning System
Step 1: Selecting A Financial Service Professional
Step One explains the role of a financial services professional and introduces New Generation Retirement Planning. (Takes place in 1st Appointment)
Step 2: Fact & Feeling Finding
Step Two encompasses thought-provoking questions about your financial well-being. It begins with the Color of Money Risk Analysis and incorporates the elements of discovery and client feedback. (Takes place in 1st Appointment)
Step 3: Retirement Strategy
Step Three allows us to craft a holistic plan based on your goals and objectives, which is accompanied by a formal presentation using the Color of Money, Social Security Maximization and Retirement Compass reports that allow us to engage in the important task of feedback prior to execution. (Takes place in 2nd Appointment)
Step 4: Solutions & Executing
Step Four incorporates independent third-party research and solutions based on careful consideration of your asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies. (Takes place in 2nd or 3rd appt)
Step 5: Ongoing Relationships
Step Five addresses long-term client engagement and five-star service by providing you with unique technology and enhanced value-add, with technology that include Generational Vault, ByAllAccounts, and Wealth Watch, and client engagement that includes client appreciation events, review meetings, webinars, and workshops. We treat you like family and want to be there to help you celebrate your birthday or anniversary or be there when you feel under the weather
Our Financial Products & Services
We're committed to helping you make informed decisions about your financial future. We service the below areas & more. Click the button below to view all of our services.
Annuities & Insurance
Annuities are arguably the most common, most utilized, yet most misunderstood financial products available to consumers today.
Estate Planning
Putting your affairs in order is crucial, yet an alarming number of people don’t take the necessary steps. Estate planning should be simple, fast, and convenient.
Tax & Income Planning
Rising taxes can cause anyone who is approaching retirement age to panic. Planning ahead of time for tax time can save you money.
Wealth Accumulation
Everyone remembers the market crash in 2008. It destroyed savings and investments for families.
OUR RESOURCES ARE YOUR FUTURE
