EVEREST INSURANCE ADVISORS
Climbing the Heights of Financial Freedom: Achieving Retirement Goals
EVEREST INSURANCE ADVISORS
Climbing the Heights of Financial Freedom: Achieving Retirement Goals
Climbing the Heights of Financial Freedom: Achieving Retirement Goals
Climbing the Heights of Financial Freedom: Achieving Retirement Goals
Our mission is to guide individuals and families on their journey to financial success and retirement planning. We aim to provide steadfast support, helping our clients navigate the peaks and valleys of financial planning with tailored financial and insurance solutions that secure their goals to protect them from unexpected risks. Our commitment is to be their trusted professional, empowering them to conquer their financial goals and reach the summit of a secure and prosperous future.
Mora is committed to serving her clients with expertise and dedication, specializing in helping both federal and private employees secure their financial future. A driven professional, she graduated from high school at just 16 years old and earned two Bachelor of Science degrees by age 20. With nearly 10 years of industry experience, Mora has established a strong reputation for delivering personalized, knowledgeable financial guidance, ensuring her clients receive tailored solutions to meet their unique needs.
Ken is a seasoned financial professional with 29 years of industry experience who has designed over 4,800 retirement plans and specializes in helping federal and private employees achieve long-term financial security. With a deep expertise in insurance and retirement planning, he has been instrumental in shaping the industry. Over 20 years ago, Ken contributed to the development of annuities and life insurance products that continue to provide valuable financial solutions today. His commitment to excellence and strategic guidance has made him a trusted professional in the field.
Creating strategies to ensure a steady, reliable income during retirement using annuities and other insurance-based solutions.
Helping clients understand and select fixed, indexed, or immediate annuities to provide guaranteed income.
Providing whole life, term life, or indexed universal life (IUL) insurance to protect loved ones and build financial security.
Offering insurance solutions to cover future healthcare needs, such as long-term care insurance or hybrid policies.
Utilizing insurance products to help clients build tax-free retirement income.
Assisting clients with strategies to transfer wealth efficiently and provide for beneficiaries.
7250 North Dallas Pkwy, Suite 110 Plano, TX 75024
If you are retired or planning on retiring soon, please join us for this one of a kind gourmet meal presentation on how to plan the retireme...
7250 North Dallas Pkwy, Suite 110 Plano, TX 75024
7250 North Dallas Pkwy, Suite 110 Plano, TX 75024
If you are retired or planning on retiring soon, please join us for this one of a kind gourmet meal presentation on how to plan the retireme...
7250 North Dallas Pkwy, Suite 110 Plano, TX 75024
Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!
Office: 469-454-9392 Email: mora@everestinsuranceadvisors.net
Mon | 08:00 am – 06:00 pm | |
Tue | 08:00 am – 06:00 pm | |
Wed | 08:00 am – 06:00 pm | |
Thu | 08:00 am – 06:00 pm | |
Fri | 08:00 am – 06:00 pm | |
Sat | By Appointment | |
Sun | Closed |
We offer after-hours meetings on weekdays for those who need a more flexible option.
All written content on this site is for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice. All information and ideas should be discussed in detail with your individual financial professional prior to implementation.
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