Everett Financial Group

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.

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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