Tax Free Retirement Planning
Plan ahead & take care of your money now so you won’t have to later. Leverage systematic planning & power of compounding in retirement income planning
Explore retirement planning →Your goals. Your future.
Financial Planning and Investment Management, with a Personal Touch
Financial Security is a gift that lasts a lifetime and our mission is to ensure that "No families are left behind"
Planning for what matters
Protect what you’ve built
Prepare for retirement
Plan for generations
How we can help
A financial plan that sees the whole picture.
From today’s decisions to tomorrow’s milestones, explore planning areas that can help you build, protect and make the most of your financial future.
401(k) Rollovers & IRA Planning
Understand your options when changing jobs or consolidating retirement accounts, with attention to your broader plan.
Discuss your options →
Life Insurance
Transfer the financial responsibility from your shoulders to the life insurance company
Review protection needs →
Kid's Education Funding
Plan ahead and secure sufficient funds for your Kids education in their dream college/university
Plan for education →
Estate & Legacy Planning
Protect your valuable financial assets against the litigation and unfavorable taxation
Start a legacy conversation →
Lifetime Income Planning
As most of the next generation will not have pension-like income, guaranteed lifetime income planning is imperative with financial planning and investment management
Talk through your goals →
Notary Services
Get assistance with notarizing important documents and End to end service to help you with your Estate Planning
Ask about notary services →
Mortgage Protection
Explore coverage options designed to help your loved ones manage mortgage obligations if the unexpected happens.
Explore mortgage protection →
Built around youYour priorities set the direction. Your plan evolves as life does.
A clear path forward
Good planning starts with a conversation
Money decisions can feel complicated when each one is handled in isolation. Our approach begins by listening, then connecting your priorities into a bigger picture.
01
Understand what matters
We start with your goals, questions, current situation and what financial confidence means to you.
02
Explore your options
We discuss potential strategies and trade-offs so you can make more informed decisions.
03
Keep your plan in view
As life changes, revisit your priorities and consider what adjustments may make sense.
Our Approach
Clear thinking. Personal attention. Long-term perspective.
Your finances should support the life you want to live. We believe the planning experience should feel understandable, collaborative and focused on you.
People before products
Begin with your needs and goals, then explore approaches that may fit your circumstances.
Clarity over complexity
Make room for straightforward conversations and explanations that help you understand your choices.
Think beyond today
Consider how decisions connect across your family, career, retirement and legacy over time.
Let’s connect
REQUEST A CONSULTATION
Tell us what you’re planning for.
Whether you’re thinking about retirement, a job change, protecting your family or a long-term goal, the first conversation can help you decide what to explore next.
EVEREST WEALTH SOLUTIONS LLC.Frisco, TX
Contact:Email — pradipta.datta@everestwealthsolutions.com
simantika.datta@everestwealthsolutions.comPhone — 972-917-0116 | 945-527-2644
simantika.datta@everestwealthsolutions.comPhone — 972-917-0116 | 945-527-2644
HOURS:Monday - Sunday: 9am - 8pm