‘TRANSLATING EXPERIENCE INTO ACTION’
WEALTH MANAGEMENT, RETIREMENT AND LEGACY PLANNING
LOUISVILLE, KY AND SURROUNDING AREAS
To be sure, the experience Randy Deaton brings as a Wealth Management & Legacy Planner is reflected in the relationships he builds with his clients and his attention to detail often demanded by our industry. For Randy, this includes his role as an Investment Advisor Representative which allows him to transact securities-related business and investment advisory services.
A Louisville resident for more than 29 years, Randy is also Chapter President of The Society for Financial Awareness, a non-profit organization dedicated to financial literacy.
Yet what truly separates Randy as one of Louisville’s retirement- and wealth-planning professionals?
Answer: Translating this experience into action. It’s all part of the Everest formula. Through a proprietary process called the Tenzing Formula, Randy strives not only to build wealth but to implement strategies to mitigate the five financial risks retirees face.
Without a plan these risks can dash retirement dreams:
Free Presentations and Webinars
We only get one retirement, so we need to get it right. Often, we don’t know what we don’t know and that’s why Randy conducts free local presentations and educational webinars. The purpose is to address topics everyone needs to understand, such as:
Social Security Planning
Healthcare and Long-Term Care Planning
Tax Planning for Retirement
Retiring with confidence. That’s Randy's goal for his clients and the foundation of his professional drive.
“(We) never thought that we had saved nearly enough for a comfortable retirement, but after attending one of your workshops, and then meeting and working with you, we began to believe differently. And we have you to thank for helping us see our options…and so here we are doing whatever we want whenever we want to do it.” -Michael O., client.
How can Randy’s experience work for you? Contact us or check out our upcoming events. Randy can be reached directly at 502-897-0021 or RandyDeaton@RetireWithEverest.com. We can’t wait to meet you personally.