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Your Retirement Planning Team

Your Retirement Planning Team

With services spanning the country, our team stays connected to support our clients no matter their location. The four founding members of Everest Retirement Planners span four different states to provide support to a diverse clientele. 

EVEREST RETIREMENT PLANNERS

Everest Retirement Planners is a network of financial professionals focused on retirement planning, legacy planning, and long-term care planning.


Our single purpose is to help clients financially prepare for and remain confident throughout retirement.


We are passionate about financially educating our clients regarding this phase of their lives and developing and implementing financial plans and programs designed to grow and protect their wealth while sustaining their income throughout retirement.

MEET OUR FOUNDING PARTNERS

Jim Baadshaug

Jim Baadshaug

Rockaway, NJ
Arturo Burgueno

Arturo Burgueno

San Antonio, TX
Randy Deaton

Randy Deaton

Louisville, KY
Bill Romeo, CFP®

Bill Romeo, CFP®

Matthews, NC
GET STARTED

GET STARTED

Request your FREE Retirement Guide today!

Get information and education to make informed decisions for your retirement finances.

SCHEDULE YOUR FREE 15-MINUTE CALL

SCHEDULE YOUR FREE 15-MINUTE CALL

"What should I do first? Will I still be able to retire?"

We've got you covered.

We aim to be your financial "sherpa" to guide and help you navigate the mountain of retirement.

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.
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The Sequence of Returns

The Sequence of Returns

A look at how variable rates of return impact investors over time.
Learn More

Jim Baadshaug

549 West Main Street
Rockaway, NJ 07866
Office: (973) 586-6558

Email Jim today!

Arturo Burgueno

18756 Stone Oak Pkwy #200
San Antonio, TX 78258
Office: (210) 998-5560

Email Arturo today!

Randy Deaton

119 S. Sherrin Ave. #110
Louisville, KY 40207
Office: (502) 897-0021

Email Randy today!

Bill Romeo, CFP®

2544A Plantation Center Dr.
Matthews, NC 28105
Office: (704) 708-5001

Email Bill today!