|
|
|
|
|
|
 |
|
 |
 |
 |
 |
|||||||||||||||||||||||||||||||||||
|
 |
What
Does Everson Financial Offer?
Since making the right investments and insurance decisions are key to helping you reach your goals, I want you to be assured that I offer products from many well-known financial services firms. The following are examples of just some of the products I offer through Allstate Financial Services, LLC:
Retirement Services Your retirement is one of the biggest investment concerns for most people. In addition to managing retirement assets, such as rollover individual retirement accounts, Everson Financial can help you determine whether you have accumulated enough assets to fund retirement. We also offer complete asset allocation services to help you maintain your lifestyle and meet income needs in retirement.
Estate and Financial Services
Properly structuring your Estate helps you determine how your assets will be transferred to
family or charity. It also allows you to minimize estate taxes
which can be as high as 55%. Our estate strategy experts work with you and your advisors to develop
the right plan. Our expertise ranges from traditional planning, including charitable and
non-charitable trusts, to truly out-of-the-box thinking to help business owners minimize
taxes when they sell a business or launch an IPO. We blend estate and financial
strategies to
create comprehensive solutions for our clients.
The Financial
Strategy Process:
.
|
|
|||||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||
 |
 |
 |
 |
|||||||||||||||||||||||||||||||||||
 |
 |
 |
||||||||||||||||||||||||||||||||||||
