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.
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:
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.
Don’t have a Generational Vault yet?
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: