We Can Help Manage Your Wealth So You Can Relax.
Meet Everest Financial for comprehensive wealth management.
Wealth management can be overwhelming, especially if you don’t have a trusted ally. A qualified and licensed wealth management consultant can help you navigate the best strategies to preserve, grow and protect your assets. That’s why COPFCU has partnered with Joseph Duffey, CLU®, RICP® of Everest Financial Inc.
Benefits of Everest’s Wealth Management program:
- Customized planning strategies that focus on multiple asset categories to help you achieve your goals
- Every aspect of asset management will be addressed including estate planning, accounting and tax services, retirement plans, etc.
- Periodic analysis of plan results and updating of plan to reflect changes in your goals, tax laws, etc.