Everest Financial Services, LLC.

Insurance Services

Many people are uncertain about their current level of insurance. They find it difficult to get an objective opinion from their existing insurance agent so they tend to procrastinate in evaluating their insurance and potentially increasing their coverage when necessary. They never get around to it. Meanwhile, their income continues to increase as well as their lifestyle costs creating a potentially unfortunate situation for their family should an unforeseen event happen. A safer approach is to receive a comprehensive analysis of your insurance needs.

Our Approach

Working together with our strategic alliance partners, we will help you define your needs based upon your age, dependents, financial objectives, and risk tolerance. You can then utilize your existing insurance producers to implement recommendations and suggestions. Alternatively, we can provide the opportunity to meet experienced agents who offer a wide choice of insurance products made available through our national insurance alliance working with our affiliate, Trek Insurance Services, Inc.

Value Created

You will obtain advice from a financial planner who has your best interests in mind.
Protection from unforeseen events, such as premature death or disability, will help assure that both you and your family's financial goals are met.
The opportunity to utilize tax deferral strategies.
Coordination with a team of estate and gift tax professionals to ensure the availability of insurance to provide tax-free income for your beneficiaries, as well as provide the necessary liquidity to pay all death taxes and administrative costs.
The peace of mind in knowing that you're receiving your insurance guidance from your trusted advisor.