Protecting Your Wealth. Building Your Future.
At Everstead Capital, we’re dedicated to safeguarding your wealth and building a secure future. Our personalized strategies not only protect what matters most but also assess the impact of taxes on your retirement plan.
Our Mission
To empower clients to achieve a 0% tax bracket in retirement through holistic financial planning. By strategically integrating tax-efficient solutions, risk management, and comprehensive wealth strategies, we help protect your assets, maximize your retirement income, and create a financially sound future.
In-person and remote options
Our office is conveniently located in York, Pennsylvania. Can’t make it into the office? No worries – we’ve got you covered with virtual and over the phone options.
Our Trusted Process
Our 4-D Planning Process Addresses Every Aspect of Your Financial Health
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What’s Important? Our Approach. Is there a fit?
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Current circumstances. Goals & Objectives. Strategy review.
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Implementation. Service Model.
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Rigorous Monitoring. Progress Review. Implement Changes.
Reach out to schedule your Discovery Meeting or click below to learn more about our services.
Who We Serve
Testimonials
These are client testimonials. No compensation was given for reviews. Reviews were left on Google Reviews.
Frequently Asked Questions
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We are committed to the fiduciary standard, meaning we're legally and ethically obligated to put your best interests first. This commitment guides every recommendation we make, ensuring that your financial goals, risk tolerance, and personal circumstances drive our planning.
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We take a comprehensive approach. Our strategies are dependent on your goals and needs. These may include investments, insurance, planning, or any combination of these.
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There are several ways by which you can save and prepare for retirement. The right choice depends on your income, tax strategy, and retirement goals. These are all a part of what we consider when discussing your specific situation.
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First, we work to understand your ideal retirement lifestyle, income needs, and any specific aspirations you have for the future. We then analyze your current assets, income, and savings to identify any gaps or opportunities for growth. Using these insights, we create a tailored actionable retirement plan that balances your goals with practical milestones. By revisiting and adjusting your plan as your circumstances evolve, we ensure you stay on track toward a secure and fulfilling retirement.
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How we are paid is determined by the nature of our relationship and the services provided. Sometimes a fee may be assessed to your account. At times we are paid a commission. For plans, a one-time payment will be charged directly to you. We are always transparent about our compensation and will discuss the best option for your financial goals and preferences.
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As a fully licensed hybrid advisory firm, our advisors have completed rigorous industry-based examinations. In some instances, professional designations have also been achieved. Additionally, in order to remain current with financial regulations and trends, ensuring clients receive informed, up-to-date advice tailored to their evolving needs we must complete continuing education.
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Partnering with a financial advisor provides personalized guidance to help you make informed decisions, stay focused on your goals, and adapt your financial strategy as life changes. Advisors offer expertise in areas like investment management, tax planning, retirement preparation, and risk management, and more ultimately helping you optimize your financial well-being and build a secure future.