COPFCU Estate Planning Can Help You Get Your Life In Order.

COPFCU Estate Planning Can Help You Get Your Life In Order.

Estate Planning isn’t just for the wealthy.

It’s an important function to ensure that you and your family are protected and your estate is distributed exactly as you desire. Everest Financial Inc. and their team of local, strategic partners can help you prepare a comprehensive estate plan.

Benefits of Estate Planning:

  • Plan for your care. Establish your wishes in the event of mental/physical incapacity and determine who will make medical and financial decisions on your behalf.
  • Plan for your minor children. Set aside funds for your minor children and name guardians to care for your children and their finances.
  • Plan for those who may need help. Set aside funds for your grandchild’s college tuition or your disabled sister’s care.
  • Plan for your property. Ensure that your property is distributed to your family and others according to your wishes, without leaving the courts to decide or creating family discord.
  • Reduce taxes.  Minimize the taxes charged on your estate thereby ensuring more funds are passed to your beneficiaries.
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Meet Everest Financial, our trusted local partner.

Everest is a local financial planning firm offering wealth management services and other financial planning services. Joseph (Joe) Duffey is a life-long resident of the Cincinnati area. He grew up on the west side of Cincinnati, graduated from St. Xavier High School and the University of Cincinnati. For more than 30 years, Joe and the team at Everest have been helping clients achieve their wealth management goals.

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Customized Services for Every Member

Joe and the team at Everest Financial are dedicated to helping you develop, manage and grow your investment portfolios through:

– Retirement planning
– College funding plans
– Wealth accumulation strategies
– Investment analysis
– And more

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Attend an Upcoming Seminar

Learn more about Estate Planning, Financial Planning, College Funding Plans and more by attending an upcoming Everest Financial Workshop. Workshops are hosted by COPFCU every quarter on a variety of topics.

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Members Attending a COPFCU Event

Important Legal Disclaimer

Joseph Duffey of Everest Financial Inc. offers securities and advisory services through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC, and a registered investment advisor. MAS, Everest Financial Inc., and Cincinnati Ohio Police Federal Credit Union (COPFCU) are not affiliated companies. Investing involves risk including the potential loss of principle. Investments are not NCUA insured and have no financial institution guarantees. Everest Financial Inc. does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation. Everest Financial Inc. is not endorsed by or affiliated with any government agency.