Plan First, Invest Second®
Don't just pray for retirement, plan for it.
Discover, Design, Deploy
Our Tenzing FORMula balances what MATTERS to you with what we can CONTROL.
Visit the "Our Team" page to find the advisor nearest you.
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.
Bill Romeo, CFP®
Request your FREE Retirement Guide today!
Get information and education to make informed decisions for your retirement finances.
"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.
549 West Main StreetRockaway, NJ 07866Office: (973) 586-6558
Email Jim today!
18756 Stone Oak Pkwy #200San Antonio, TX 78258Office: (210) 998-5560
Email Arturo today!
119 S. Sherrin Ave. #110Louisville, KY 40207Office: (502) 897-0021
Email Randy today!
2544A Plantation Center Dr.Matthews, NC 28105Office: (704) 708-5001
Email Bill today!