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Member Spotlight – Brian Everett

Everett Financial Group

Brian Everett
Everett Financial
972-234-1807
customerservice@efgroup.biz

Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers. I am in the business of helping my clients meet all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.

My approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren. Among my financial offerings are:

Tax-advantaged investing – to reduce your tax liability and let more of your money work for you
Retirement planning – to design an investment strategy to help you meet all of your retirement goals
Annual portfolio review – to review your current holdings and help you make any necessary changes or adjustments
Estate planning – for preservation of wealth from generation to generation
Strategic Asset Management (SAM) – providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser. Access to over 3,500 mutual funds, as well as individual stocks and bonds.
Variable and fixed annuities – for tax-deferred growth potential

If this method of meeting your financial needs sounds appealing, I invite you to spend some time exploring this site. I also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or email me.

Everett Financial Group

17950 Preston Rd., Ste 770
Dallas, TX 75252

Phone:	(972)234-1807
Fax:	(972)690-6530

Member Spotlight – Brian Everett

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