Own Your Future.
Which Financial Goals Can We Help You Achieve?
We educate and empower people to take control of their financial future.
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Delivering Wealth, Pride, and Peace of Mind
We are a family-driven firm built on trust and integrity. We help individuals and families take charge of their finances to create wealth, feel proud of their achievements, and gain peace of mind.
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Our goal is simple:
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Educate you about your financial options
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Empower you to create, grow, and protect your wealth
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Help you build a legacy for future generations
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Every financial journey is unique. We listen to what matters most to you and create personalized strategies that give you confidence and control over your future.
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Are you ready to take control of your financial future?
Schedule your free consultation today!
Evertrust Wealth Solutions
Our Financial Strategy Process
Our process creates a personalized financial plan tailored to your goals:
In this initial phase, we’ll take the time to get to know you—your financial situation, goals, and any challenges you may be facing. This step is all about understanding your aspirations, your concerns, and where you see yourself in the future.
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Discovery
Your financial strategy is not a one-time event—it’s a living, evolving strategy. Regular reviews are essential to ensure your plan stays on track as your life changes. We’ll schedule ongoing check-ins to monitor your progress.
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Review
Once we have all the necessary information, we will develop a comprehensive financial strategy to meet your goals. This plan will outline the retirement, long-term care, and legacy transfer strategies needed to achieve your objectives.
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Planning
With a clear plan in place, it’s time to take action. During this phase, we’ll begin executing our outlined financial strategies. We will help you navigate the available financial products and solutions, ensuring every decision aligns with your long-term goals.
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Implementation
We offer a wide range of products and services through a network of independent affiliates. We do not provide accounting, legal, or tax advice. This is not a solicitation to sell any investment or insurance product and is for informational purposes only. Insurance products are offered through Hegemon Financial Group, LLC (HFG), in states where HFG, Evertrust Wealth Solutions (WBS), and other licensed agents are authorized to conduct business.