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Edit Business | Everett Financial Group
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About Since 1984, Everett Financial Group has been helping individuals, families and business owners define their personal vision of retirement and develop personalized strategies to bring that vision to life. By taking the time to understand your unique needs, Story Certified Financial Planner™, Certified Wealth Strategist®, Retired Income Certifies Planner® Brian Everett has his CFP® and CWS® designations and has been an advisor for 32 years. His wife, Jamie is his business partner and his first level continuity partner. They have three additional team members that serve in the roles of operations manager, customer service assistant and administrative assistant. Since 1984, Everett Financial Group has been helping individuals, families and business owners define their personal vision of retirement and develop personalized strategies to bring that vision to life. By taking the time to understand your unique needs, we are able to create a clearly articulated plan. Then we devise creative, strategic methods to move you toward your goals. Securities offered through First Allied Securities, Inc. A Registered Broker/Dealer. Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc. A Registered Investment Adviser. All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legals or investment advice. www.finra.org www.sipc.org Mission Everett Financial Group is an independent financial advisory firm dedicated to helping enrich your life. We understand that your goals and dreams are unique and the number of financial options you can choose from to help reach them can be overwhelming. Our experience and independent perspective combine to help you through life’s many transitions. Whether you are planning to retire, nearing retirement, funding education for children or grandchildren or looking for strategies to transfer wealth between generations, we provide the confidence you seek to make informed decisions about your financial future. Products Financial Planning Investment Management Retirement Planning Tax Strategies Risk Management Solutions Education Planning Long-Term Care Estate Planning Legacy Planning and Charitable Giving
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