Consulting and Speaking

At EverVest Financial we strive to be leaders in our industry. The ever-changing market, tax laws, and needs of our clients keep us on our toes, while the desire to help our clients win financially drives us to learn continuously. We make a habit to know the ins and outs of financial investments, market performance, risk management, and strategies to pursuing wealth. We are always innovating, always assessing, and always striving for the best financial results for each of our clients.

We teach seminars and appear at speaking engagements eager to share our knowledge in hopes that others will learn new ways to win with their money.

Our consulting sessions and speaking engagements can be tailored to groups, large or small. We can guide you through all of the topics below, or tailor something specific to your needs.

Consulting and Speaking Topics

• Financial Blind Spots
• Legacy Planning
• Planning for Special Need Children
• Retirement: How to Make the Most of Your Golden Years
• Risk Management, Asset Preservation, and Insurance
• The Vital Role Insurance Plays in Your Wealth Creation
• Business Succession Planning
• Smart from the Heart: Charitable & Philanthropic Giving
• Investing for the Beginner
• Investing with Retirement in Mind
• Tax Planning Strategies
• Wills, Trusts, and Leaving an Inheritance