Everett Financial Group

Everett Financial Group By taking the time to understand your unique needs. His wife, Jamie is his business partner and his first level continuity partner. www.finra.org
www.sipc.org

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. 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. They have three

additional team members that serve in the roles of operations manager, customer service assistant and administrative assistant. 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 Cetera Advisors LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 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.

It can be difficult sometimes to think about the future during times like these. But if you did, how would you retire in...
09/16/2022

It can be difficult sometimes to think about the future during times like these. But if you did, how would you retire in a post-pandemic world?

Imagine your ideal post-pandemic retirement with this animated video.

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful pi...
09/14/2022

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

Things to consider before retirement.

Concerned about identity theft? Some things to leave at home.
09/12/2022

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Consider a bucket plan to go with your bucket list.
09/09/2022

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial a...
09/07/2022

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.
09/02/2022

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
08/31/2022

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

This piece presents an overview of fundamental steps to consider when a loved one passes.
08/29/2022

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

Your home mortgage interest may be deductible. Do you itemize your deductions?
08/26/2022

Your home mortgage interest may be deductible. Do you itemize your deductions?

Use this calculator to assess the potential benefits of a home mortgage deduction.

Assets minus liabilities = net worth. When was the last time you calculated yours?
08/24/2022

Assets minus liabilities = net worth. When was the last time you calculated yours?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.
08/22/2022

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Estimate the total cost in today's dollars of various mortgage alternatives.

Address

17950 Preston Road
Dallas, TX
75252

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19722341807

Website

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