Kayak

YOUR PARTNER FOR FINANCIAL INDEPENDENCE

Forest Crossroads

FIND YOUR PATH TO FINANCIAL FREEDOM

ABOUT THOMAS EVERETT INVESTMENTS

Thomas Everett Investments, LLC. is a full service investment advisory firm dedicated to servicing the investment needs of a wide range of clients. At TEI we endeavor to find creative solutions to complex financial situations and deliver sound financial advice to our clients.

Thomas Everett Investments, LLC. specializes in managing assets for individuals, businesses and charitable organizations. The advisor team at TEI also manages several large 401(k) plans and provides life, disability, long-term care and group insurance products. We strive to consider every client’s entire financial situation and offer ideas and strategies to achieve the goals our clients set for their future.

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FULL SERVICE PLANNING

Financial Planning

In the event you have a financial windfall, the financial planning process serves as a great starting point in the decisions to be made.

Retirement Planning

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Legacy Planning

Your wealth has meaning. It should be conveyed to your heirs or your favorite causes in a way that expresses your values.

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A LA CARTE MANAGEMENT

Investment Management

It can be a balancing act at times to pursue a return you are happy with while still feeling comfortable with the risk you are taking.

Risk Management

We are professionals and understand how, where and if using insurance as part of your financial planning needs makes sense.

Confidence To Live Boldly And Retire On Your Terms.

If you had to retire tomorrow, would you be ready? Are you 100% certain you’re doing all you can to be prepared for your future? Don’t stress or fear any longer. Allow our team at Thomas Everett Investments, LLC. to help you discover a clear path to your future so you can take each step in confidence.

© 2024 — Thomas Everett Investments, LLC.

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