At EWS, we work nationally with individuals seeking honest, fiduciary advice and strategies that lead to optimal financial decisions. Our goal is to help you avoid falling into The Common Knowledge Trap, which often results in unnecessary financial leaks.
Whether you're in the process of building wealth or have already achieved significant financial success, EWS can serve as a valuable fiduciary resource in creating your personalized wealth solution. We pride ourselves on being a leading firm committed to always acting in your best interest.
Our team is dedicated to getting to know you and your unique financial situation, helping you reduce financial leaks and taxes, while also safeguarding and growing your accumulated wealth for retirement.
To get started, we offer a complimentary Pre-Discover Session, during which we'll have a brief 15-minute web meeting to discuss your goals and motivations for seeking a fiduciary. As part of this session, we'll send you an e-copy of our book, The Prescription for a Healthy Retirement, and provide an online Communication Profile to better understand your information processing and problem-solving style.
If it makes sense to continue working together, we'll schedule a full Discover Session, where we'll delve deeper into your financial situation and create a customized plan of action. Our utmost concern is protecting your privacy and security, so we use secure DocuSign emails and forms to gather financial information and use it as a roadmap for our discussions.
At EWS, we only work with clients when we know we can help. Beyond that, our fees are often offset by the work we do, making it a no-brainer to partner with us. Our team, led by President Chris Everett, is highly respected in the industry, seen on television and heard on radio. We have an excellent rating with the Better Business Bureau and a track record of 5-star reviews on Google.
Service location:
Remotely
Service Reviews
5.0
5 reviews
Service as described
5.0
Communication
5.0
Punctuality
5.0
JG
James G.
As I sail through the sea of financial information towards my anticipated retirement, Chris Everett acts as my anchor. His reviews, monetary evaluations and advice provide me with a haven of security, enabling me to make sound decisions regarding my fiscal prospects.
December 25, 2022
ML
Melissa L.
Our financial adviser, Chris, is deeply cherished by us! Not only does she provide guidance in fiscal matters, but she also takes into account one's holistic well-being. Her unwavering faith in God fuels her desire to help her clients mentally, emotionally, and spiritually. Chris exudes empathy and has genuine concern for her clients, showing genuine interest in them as individuals. There is no judgment or reproach for prior missteps or substandard administration; rather, Chris extends aid and optimism for future blessings. We are delighted to have Chris as our adviser and she has earned our trust as a skilled counsellor and loyal companion!
December 7, 2022
JM
Justin M.
Chris Everett is undeniably a rockstar! Our friends highly recommended her to us and we could not be happier about collaborating with her. As we are only a few years away from retirement and feeling uneasy about our financial status, Chris conducted a thorough review of our situation with kindness and skill, putting our minds at rest. It's amazing what a good financial plan can do to provide a restful night's sleep. Chris's expertise, people skills, and mediation abilities are an advantage, and her professionalism and compassion are truly commendable. We are excited to continue to work with her and her recommendations are both logical and practical. We cannot stress enough how much we recommend Chris!
September 23, 2022
JR
Jonathan R.
From the very first moment we spoke to Chris, we knew she was someone we could trust to guide us through the complexities of personal financial planning. Her caring heart and intelligence provided invaluable insights and encouragement, inspiring us to face our personal challenges with courage and hope. It's easy to feel at ease with Chris - she has a great sense of humor and a focused, patient approach to her work. Her skills as a communicator and reliable guide make her an excellent choice for anyone seeking financial planning services. We highly recommend her!
May 18, 2022
JF
Jacob F.
For the past few years, Chris Everett has been collaborating with me to develop my retirement strategy. Her pleasant approach and extensive knowledge have enabled me to make informed decisions that I otherwise would have neglected. As a result, I am now optimistic about achieving a stable retirement and am indebted to Chris for her guidance. If you are seeking trustworthy financial guidance and a dedicated ally for your financial well-being, look no further than Chris.
