Chris Everett

Health, Life, Registered Investment Advisor

Non Member / Base Listing

About Me

I've been in the financial services business since 1988 and I love what I do.

I'm also a Family Coach which has been invaluable in my work with clients.

I'm married to Michael Frantonius. We have 4 children and 4 grandchildren.

LASTING FINANCIAL SUCCESS

Lasting financial success is a common goal of our clients and they tend to have these common objectives:

1. a desire to build the greatest risk-free wealth without sacrificing returns

2. an ability to spend their resources without running out

3. a strong appreciation for liquidity, use, control and knowledge regarding wealth

4. effective strategies that work under all circumstances


Our mission is to help every client build an exceptional future.

Services Provided

FINANCIAL PLANNING

Everett Wealth Solutions, Inc. can help you shield against many factors that erode your wealth such as inflation, taxation, market risk, lack of integration and more.
If your goal is:
to increase the amount of money you will have over your lifetime
to identify areas of lost opportunity to help you increase your money supply
to reduce your taxes
to have better access to your money
to lower financial and investment risk
to have greater insurance protection
to have your financial documents and plans organized
to have a verifiable financial process

We can help.

ASSET MANAGEMENT

Everett Wealth Solutions, Inc. helps investors who’d like to free themselves from the need to constantly monitor asset allocation and portfolios.

We are skilled at risk profiling, asset allocation, portfolio design, money management selection and investment policy development. We help you invest in a complex and an ever changing environment.

Look to us for asset management services that are:
Customized to meet the needs of you and your family,
Fee-based so we have a vested interest in your success,
Strategic to reflect the dynamic nature of the market - and your life,
Risk-sensitive offering downside protection whether you are in the market or not.

COLLEGE PLANNING

Everett Wealth Solutions, Inc. helps parents discover possibilities so they can comfortably pay for all their children’s college costs. Our service is designed to support you on many levels:

Student Counseling
Personality Profile Evaluation
Advanced Career Search
Private Student Interview with a NACAC Certified Counselor
College Funding Strategies
Cost Reduction
Financial Overview
Tax Scholarships
Financial Aid Data Gathering and Processing
Appeals
SAT/ACT Prep Courses
Essay Review
Personalized Enrollment Analysis
Personalized Scholarship Report
Private NACAC Admissions Coach
Value Added Support Services

Affiliations

Better Business Bureau;
NAIFA - National Association of Insurance and Financial Advisors;
NACFA - National Association of College Financial Advisors