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Your Retirement Planning Team

Your Retirement Planning Team

Visit the "Our Team" page to find the advisor nearest you.

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

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.

How Retirement Spending Changes With Time

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
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Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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!