OUR PHILOSOPHY

The core of who we are is rooted in loyalty and trust – it is the foundation from which we grow a relationship with our customers. This is what makes us different. From first time investors to those securing stability for their twilight years, we are here to support, educate, and offer insight to every individual that we encounter.

In the dizzying world of stock markets and financial lingo, we often become too fixated on the immediate numbers and lose sight of the bigger picture. We want to understand what truly matters to you and tailor a holistic financial plan that gives you peace of mind today and tomorrow. We care as much about why you are investing as what you are investing in.

OUR PROCESS

A detailed planning process is the optimal approach to establish financial security. Once we get to know you we can begin to develop a dynamic plan that will meet your immediate needs and goals while adjusting for changes in your professional and social life down the road. We are in it together for the long haul.

So what are the next steps?

1. Introductory Meeting

This is the first part of establishing a fruitful partnership, so be prepared! In this phase we will identify your goals, priorities, preferences, as well as potential obstacles. Along with this, we will mutually establish what your expectations are for us and whether an ongoing partnership is the right fit.

2. Exploration Phase

Based on our introductory meeting, we now want to take a deeper dive into your situation. During this session we can begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals. The more open this phase is, the more detailed our plan can be.

3. Detailed Planning

Now it is time to set you up with a plan. We can deliver an easy to follow roadmap that will lead you towards your financial goals. We will specifically address the areas that are of greatest importance to you: retirement savings, early investment options, risk management, insurance, estate planning, and detail the steps needed to conquer each obstacle.

4. Ongoing Aid & Advice

Your priorities and goals will inevitably shift through time which is why we are here to proactively prepare your plan. We embrace change. As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that your plan transitions along with you.

FINANCIAL PLANNERS WITH ROOTS THAT GO DEEP

Since our inception, our mission remains the same. We are dedicated to offering highly personalized retirement and investment services combined with today’s innovative technology to successful women, business professionals, and families nearing retirement. As an independent financial services firm, our clients and their needs are the focus instead of individual products. Our advisors are truly objective when working on your financial plan; committed to maximizing your opportunities, not our benefit.

What You Can Expect

What is it like to partner with Thomas Everett Investments, LLC.? Think of your favorite restaurant, where the waiter knows your name and the wine you prefer. The experience here is quite similar; as a small firm we build strong relationships with each and every one of our clients, yet we are still able to offer access to all the capabilities of a major Wall Street firm. We welcome questions, take the time to listen, and would enjoy the opportunity to get to know you and your family.