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    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Blog

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Randy Deaton | Mar 4, 2020

Are Amazon and Starbucks destroying your future retirement?

Financial Plan
It Just Depends

Submitted by Everest Retirement Planners on March 4th, 2020

By Randy Deaton

Do you think you might be spending on average as much as $13 a day on impulse

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Randy Deaton | Feb 21, 2020

Is long-term care insurance worth the money?

Financial Plan
It Just Depends

Submitted by Everest Retirement Planners on February 21st, 2020

By Randy Deaton

Groucho Marx, the famous comedian of stage, radio and television, once

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Randy Deaton | Nov 30, 2019

Are annuities bad?

Financial Plan
It Just Depends

Submitted by Everest Retirement Planners on November 30th, 2019

By Randy Deaton

Someone recently told me annuities were the worst thing to put your money

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Randy Deaton | Sep 25, 2019

Do I need a retirement plan?

Financial Plan
It Just Depends

Submitted by Everest Retirement Planners on September 25th, 2019

By Randy Deaton

Take a moment, relax, close your eyes (well…read the blog first) and

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Randy Deaton | Sep 25, 2019

What are the financial risks in retirement? …this is not your father’s retirement!

Financial Plan
It Just Depends

Submitted by Everest Retirement Planners on September 25th, 2019

By Randy Deaton

First the bad news, without question financial risk in retirement is

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Contact Info

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 Drive
Matthews, NC 28105
Office: (704) 708-5001

Get In Touch

Plan First, Invest Second is a registered trademark of USA Financial Marketing.

Arturo Burgueno, William (Bill) Romeo, Jim Baadshaug, and Randy Deaton are investment advisor representatives of, and securities and advisory services are offered through USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Everest Retirement Planners and Everest Financial Network are not affiliated with USA Financial Securities.

Arturo Burgueno, William (Bill) Romeo, Jim Baadshaug, and Randy Deaton are authorized to transact securities related business and investment advisory services only in states where they are properly registered. 

For investment products and services these states include:
Arturo - TN;TX
Bill - CA;NC;NJ;SC
Jim - NJ;SC;UT;VT
Randy - CO;IN;KY;MI;SC;TX

For investment advisory services these states include:
Arturo - TX
Bill - CA;MA;NC;NJ;SC
Jim - DE;FL;NJ;PA
Randy - KY;OH;SC;TX;WI

 

Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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