Broker Check

RANDY DEATON

WELCOME TO EVEREST RETIREMENT PLANNERS OF LOUISVILLE, KY

‘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: 

  1. Market losses can evaporate retirement savings when needed most.
  2. Longevity increases the possibility of running out of money in retirement.
  3. Health-care costs, estimated to exceed $300,000 per retirement couple, can further erode a nest egg.
  4. Long-term care costs are the No. 1 cause of impoverishment among the elderly because Medicare and supplemental insurance do not cover this expense.
  5. Legal Liability claims can be devastating as auto and home policies only provide limited protection.

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

Generational Planning

IRA Planning

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.

Louisville Office Team Members

Randy Deaton

Wealth Management & Legacy Planner

502-897-0021

888-715-3131

RandyDeaton@RetireWithEverest.com

Randy Deaton is a wealth management and legacy planner and also the owner of the Louisville office of Everest Retirement Planners. He has 30 years of experience in the financial industry. Earlier in his career, he spent 15 years in the...
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Karen Nance

502-897-0021

888-715-3131

Karen has worked with Randy since 2006. She plays a key roll in coordinating and administrating client services. Karen is intimately involved in client onboarding, ongoing administrative assistance, client communication, and event...
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Louisville Office Events

Louisville Office Events

Join Randy at events where he shares information to help boost your confidence as you plan for your future! We host events regularly and would love to see you and your guests there! 

Location

119 South Sherrin Avenue #110
Louisville, KY 40207

Phone

Office: 704-708-5001
Fax: 704-708-5011

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