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Our Tenzing FORMula balances what MATTERS to you with what we can CONTROL.

Your Retirement Planning Team
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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.
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"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.

Working With A Financial Professional

Inflation and the Real Rate of Return
Jim Baadshaug
549 West Main Street
Rockaway, NJ 07866
Office: (973) 586-6558
Arturo Burgueno
18756 Stone Oak Pkwy #200
San Antonio, TX 78258
Office: (210) 998-5560
Randy Deaton
119 S. Sherrin Ave. #110
Louisville, KY 40207
Office: (502) 897-0021
Bill Romeo, CFP®
2544A Plantation Center Dr.
Matthews, NC 28105
Office: (704) 708-5001