Everson Wealth Management

"A little over a year ago, as my wife and I were discussing our future retirement and our financial situation, she saw an advertisement for a free retirement seminar presented by Jeff Everson of Everson Wealth Management. We attended not knowing what to expect. We left impressed by Jeff’s knowledge and easy to understand explanations of the typical plan and one which we were not aware existed for us. Subsequent conversations convinced us to try the new plan, one which offered a very good return and the safety of not absorbing high losses. After one year, our only regret is that we had not met Jeff earlier. We are extremely pleased, not only with the results, but with Jeff’s knowledge and personable approach. He is quick to respond to any and all questions, which leaves you very satisfied. We highly recommend Jeff and his approach to investments. We are reaping the benefits of his advice during our retirement."

"I have been trying to get ready for retirement for several years. When I heard the social security presentation from Jeff, I was immediately interested in learning more. During the personal consultation I learned what I needed to do and felt confident he was able to implement a good plan for me. I am very satisfied with the plan I'm in and with the service I received. Also he doesn't mind dumbing it down for so I fully understood what was happening with my money. Delete review"

"I can't be more satisfied with my retirement planning sessions with Jeff. I met him at one of his free financial seminars. And then met with him to discuss my personal plans. I was worried about my situation and when I would be able to retire. It turns out that I'm in better shape then I thought. And that info was worth so much to me. Stop waiting and get the information you need to know!!!"

"I first met Jeff by attending a free seminar on how to optimize Social Security benefits. He provided a lot of useful history and information, and clear communication during the two hour session. My wife and I were impressed, and decided to pursue further discussions with him. It was time well spent, and within a short period of time, we developed a roadmap for retirement and how to optimize our 401K. Jeff is knowledgeable, personable, concise in his communications, and built trust with us quickly. I am very satisfied with his style and approach, and appreciate his candor."

"Jeff is very knowledgeable and always takes time to explain my options very patiently. Paperwork is accurate and timely. I'm very happy to have one person evaluating my portfolio and making recommendations. Sharon M."