Everest Financial Strategies, LLC

A Strategic Plan for your future

Our goal is to help you achieve your goals.

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Financial Planning

Providing a comprehensive picture of your current finances, your financial goals and strategies. We will work with you to create a plan to help you reach those goals.

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Personal Planning

We engage in comprehensive discussions that include all aspects of your unique planning needs to help you reach your personal planning goals.

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Business Planning

As a business owner your business interests and personal interests are often intertwined. We can work on strategies that are beneficial to your unique situation.
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What we do for you

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Financial Planning

We engage in comprehensive discussions that include all aspects of your unique planning needs.

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Provide Transparency

We believe in transparency, you will be made aware of any and all costs upfront and throughout the planning process.

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Discuss Goals

We listen to your goals, objectives and concerns and create a customized plan specifically for you.

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Ongoing Reviews

We review your account on an on-going basis to ensure that it is current with your goals.

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Meetings as Needed

We meet at appropriate times to discuss your investments and review your planning goals.

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A Variety of Services

We offer a wide array of services to help you acheive your unique personal and business planning needs.

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About Us

“Our goal is to help you achieve your goals.”

Hi, I’m Stephen Hoffman. I founded Everest Financial Strategies back in 2008 with the goal of helping other’s achieve their goals. We now do this by:

  • Engaging in comprehensive discussions that include all aspects of your unique planning needs.
  • Showing transparency, you will be made aware of any and all costs upfront and throughout the planning process.
  • Listening to your goals, objectives and concerns and create a customized plan specifically for you.
  • Reviewing your account on an on-going basis to ensure that it is current with your goals.
  • Meeting at appropriate times to discuss your investments and review your planning goals.
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Who we serve

Businesses Owners

Your business and personal planning is often integrated— in an attempt to find financial solutions we combine multiple strategies to help you enhance your business.

Families

Managing your family’s finances isn’t easy but we can help. You may be raising kids, saving for retirement, college tuition, home ownership, and more and need financial guidance.

Individuals

Your financial goals are unique to you. No two individuals are alike. We work with you to discuss your personal goals and create a plan to help you acheive your goals.

“Our goal is to help you achieve your goals.”

List of Services

For Business Owners

  • Retirement Plans
  • Executive Benefits
  • Succession Planning
  • Health Insurance/Group Benefits
  • Key Employee Planning
  • Buy/Sell Partnership Planning
  • Pension Plans 
  • Tax Planning

For Individuals and Families

  • Financial Planning
  • Asset Management
  • 401(k) Rollovers
  • Portfolio Construction
  • Estate Planning
  • Charitable Gifting
  • Insurance/Risk Management
  • Long-term Care Planning
  • Education/College Funding

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If the service you are interested in is not listed, please contact us.

Get In Touch

Get In Touch

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Address

3105 Athens Rd.
Silver Lake, OH 44224

Phone

330-620-6455

Email

[email protected]

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC to residents of CA, OH, SC.  Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Everest Financial Strategies, LLC are not affiliated.
Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.