Our Company Values

For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.

  1. People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
  2. Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
  3. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
  4. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)

Everson Wealth Management

Jeffrey Everson

Everson Wealth Management

We spend time getting to know you and your particular situation.  Doing that allows us to customize and tailor a Financial/Retirement plan to fit your particular situation.
The first consultation is always free!  We have been in the business of Financial/Retirement planning for over 20 Years.

As competent and experienced Financial Advisors, our main priorities are respectability and reliability when it comes to advising our customers.

We stand for expertise in all Financial Planning questions, and we can ensure this based on the experience we have gathered over the years. Plus, we take part in relevant continuing education courses regularly.

Customer service
You will have the cell phone number of Mr. Everson if you ever have an emergency and need his assistance.

Individual solutions
Our experience shows that there is seldom a universal solution when it comes to the right Financial or Retirement Plan. We believe in creating customized planning for our customers.

Reporting claims
Our service doesn’t end with the implementation of your plan. We stand by you along the way and meet with you periodically to go over how well things are going.

Long-term partnerships
We believe in long-term relationships with our customers and attend to their Financial needs.

Do you want to meet us in person?
We will be happy to meet with you to discuss how we can help create a sound Financial future and a comprehensive Financial or Retirement plan in a non-binding consultation.

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.