Everest Wealth Management

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Investment Management, Financial Planners, Financial Planning Consultants

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Today: 8:00 am - 5:00 pm

Tomorrow: 8:00 am - 5:00 pm

13 Years

in Business

(913) 345-0917Visit WebsiteMap & Directions4901 W 136th St Ste 4Overland Park, KS 66224 Write a Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Everest Wealth Management

Tax Planning
Tax planning and minimization strategies – Our advisors are registered CPAs in the state of Kansas and integrate the knowledge of tax law and minimization strategies into our financial plans. Many financial planners do not hold the CPA designation or have the tax background of DFM. This tax knowledge helps us to identify missed opportunities for small business owners. Since most small business owners' tax liabilities are generated almost entirely through business profitability, accurate predictions of business income allow our clients to prepare, plan for, and actively manage their income tax liabilities throughout the year rather than simply being provided an amount due on April 14th.

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Places Near Overland Park with Investment Management

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Lenexa (11 miles)
Prairie Village (12 miles)
Belton (12 miles)
Stilwell (13 miles)

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Extra Phones

Phone: (913) 387-2017

AKA

Everest Wealth Management, Inc.

Other Links

http://www.everestwealth.com

https://everestwealth.com/contact

Categories

Investment Management, Financial Planners, Financial Planning Consultants, Insurance, Investment Advisory Service, Investments, Stock & Bond Brokers

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Details

Phone: (913) 345-0917

Address: 4901 W 136th St Ste 4, Overland Park, KS 66224

Website: http://www.everestwealth.com

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Everest Wealth Management

Tax Planning
Tax planning and minimization strategies – Our advisors are registered CPAs in the state of Kansas and integrate the knowledge of tax law and minimization strategies into our financial plans. Many financial planners do not hold the CPA designation or have the tax background of DFM. This tax knowledge helps us to identify missed opportunities for small business owners. Since most small business owners' tax liabilities are generated almost entirely through business profitability, accurate predictions of business income allow our clients to prepare, plan for, and actively manage their income tax liabilities throughout the year rather than simply being provided an amount due on April 14th.
Income Tax
Customized retirement plans - A myriad of different retirement plans are available to small business owners. These plans can be designed and established with the primary goal of maximizing owner savings and minimizing income taxes. Qualified retirement plans allow owners to save between $16,500 and $195,000 annually in a tax deductible, asset-protected environment.

Investment Management
Prior to founding DFM, Matt started his career by developing his business and financial planning skills at an international accounting firm followed by five years at a fee-only planning firm. Matt spent over eight years at the international accounting firm of KPMG, LLP. As a senior audit manager with KPMG, Matt worked extensively in the financial services industry with numerous banking, thrift, mutual fund, investment management and investment banking clients. His main duties consisted of overseeing the planning, execution, and reporting of audits for both public and private companies. Matt's other responsibilities with KPMG included a one-year international assignment, a tax department rotation, communication of audit results to boards of directors and audit committees and the development of accounting and tax solutions for his clients.
Mutual Funds
Most financial advisory firms are fee-based (as opposed to fee-only), which means they earn both fees and commissions. Other firms are commission-based (i.e. mutual fund sales loads, insurance commissions, etc.), which makes the firm more focused on product sales than a true consulting organization.
Bonds

Accounting Services

Financial Planning
A comprehensive financial planning approach considers all areas of your financial situation in the formation of your personal strategy. If you do not consider all aspects of the plan, one area may be adversely affected by isolated decisions, leaving you with an undesired result.
Retirement Planning
In 2002, Matt joined Cain Watters & Associates, providing personal and business financial planning services to self-employed individuals, primarily dentists and health care professionals. These financial planning services included retirement planning, investment analysis and advice, pension structuring, tax planning, asset protection review, estate planning, business valuations and practice transitions. As an advisor to 100 clients across the United States, Matt gained an appreciation of both the opportunities and challenges facing small business owners and has leveraged these experiences to develop proven solutions for DFM clients.
Long Term Care
Ltcinsurance.com - A resource center for finding the best long term care. Provides info on pricing, service and quality.
Asset Management
When designing an investment strategy, we consider each client's attitudes toward risk, lifestyle needs, financial goals, proximity to retirement, and general concerns in determining an appropriate asset allocation. We believe that diversification spreads risk, that risk and return are related, and that asset allocation decisions are the primary determinant of a portfolio's risk and expected return.
College Funding
Savingforcollege.com - A source for objective information about Section 529 college savings plans and other ways to save and pay for college.
Asset Protection
Asset protection and risk management - Various aspects of asset protection are reviewed for the business and the client personally. We make recommendations on how to structure the business properly in order to provide the best asset protection possible at a reasonable cost. Other risk management strategies are analyzed and recommended including the appropriate use of insurance to protect the business and accumulated personal wealth.

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