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Our Mission

It’s not always easy to know what the best financial decisions are for your situation. That’s why people seek information from Independent Financial Consultant. At Everest Assurance Group, we strive to learn what your commitments, goals and landmines are that may lie ahead. This allows us to present to you options that will strengthen your cash flow now and in the future. We work with all types of clients: current retirees, those close to retirement, professionals, government retirees, small business owners, attorneys, CPAs and women in transition.

Once an informed relationship is created, we become your personal Independent Financial Consultant (IPC). Acting in this capacity, we keep you updated so you can spend more time doing the things that enrich your life. Leave the math to us; it’s what we do best.

We use math to favor you! NOT the insurance carriers or investments firms.

Color of Money Risk Analysis Tool

The Color of Money Risk Analysis allows us to assess your financial picture and provide a roadmap to your overall risk preferences. The output will be a proprietary Color of Money scoring system. This short, interactive analysis is the first step on the road to retirement.

What’s Your Risk Score?

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Care Planning

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Tax Planning

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Generational Vault

Do you have your critical documents (ie, Trusts, Wills, Powers of Attorney, Insurance Policies, Financial Records) in a safe deposit box at a financial institution or are they scattered about in files? With our Generational Vault you have a virtual safety deposit box which can be accessed from the comfort of your computer anywhere, anytime. The Generational Vault is yours at no cost or obligation.

There are three dynamic components:

  1. A secure portal to pass and store confidential financial documents.
  2. Daily investment and banking values powered by a third-party vendor.
  3. Snapshots of financial assets and expenses for you to view your full financial position and receive monthly newsletters, market commentaries, and meeting alerts.

Generational Vault is available 24/7. It’s as if you have a team of specialists working around the clock, keeping an eye on your accounts!

Contact us today to learn more how Generational Vault can help ensure that you are left with clarity instead of chaos.

Login to the Generational Vault Now!

Don’t have a Generational Vault yet?

5 Important Social Security Questions You Should Know

For many retirees, Social Security benefits form the foundation of their retirement income. In order to make sure you get the most out of your benefits, you should have a solid grasp on this complex matter.

We have put together an informative brochure that helps answer the following questions:

  • What is your Social Security amount?
  • When is the best time to start taking your Social Security benefit?
  • Are there different options if you are married?
  • Does earning additional income while you are on Social Security impact the value of your benefit?
  • Do you pay tax on your Social Security benefit?

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