Thank you for visiting Everest Retirement Planners of Rockaway, NJ. As is true with all Everest Retirement Planners, my practice is exclusively focused on retirement, financial estate, and long-term care planning. My single purpose is to educate you on what I consider one of the best retirement and financial estate planning strategies available in the industry today, and then develop and implement financial plans and programs that allow you to grow and protect your hard-earned savings, as well as turn those savings into a reliable income stream for the rest of your life when you retire. In addition, we'll work closely together to develop comprehensive financial estate plans that will efficiently transfer your financial estate to your heirs in a manner that satisfies your wishes, saves time, reduces costs, minimizes taxes and maximizes the size of the financial estate that you ultimately pass on to the family members and/or charities of your choice.
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Preparing for or living in retirement can often be a stressful and uncertain time. My ultimate mission is to create confidence for my clients, and to become their financial friend and financial advisor for life.
At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Financial Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What are the elements of a financial estate strategy?
- Do I have enough life insurance for my family?
- What if I get sick and need care?
Please take some time to explore this website for more information on my services and to take advantage of the valuable educational resources available in our "Learning Center". In addition, you will not want to miss one of my live educational workshops so please look at our upcoming workshop schedule.
Once you've spent some time learning about Everest Retirement Planners and what we do, I would love for you to contact me, so we can develop and put into action a comprehensive plan that is customized to your unique situation, circumstances, goals and desires.
This Everest Retirement Planners office is independently owned and operated.