Brian Everett is founder and CEO of Everett Financial Group in Dallas, Texas. He knows that trusted relationships, especially in the area of your finances, are hard to find.
The mission of his firm is to, “Cultivate strong, long-term relationships that not only help formulate retirement plans with a firm foundation but more importantly create a
safe environment where our clients can bring their hopes and fears on an ongoing basis and know those concerns will be addressed with personal attention, integrity and a high
degree of professional knowledge.” As a result of this strategy Mr. Everett's clients find themselves well educated and confident that they have the information they need on
an ongoing basis to make well informed decisions in this ever-changing financial environment.
Each year Mr. Everett educates investors by using both a private and public education seminar platform. Past topics have included: strategies about positioning portfolios in
a turbulent market, protecting portfolios from unnecessary taxation, potential "landmines" of estate and legacy planning as well as semi annual market update meetings.
Mr. Everett has been serving and assisting clients in achieving both their personal and financial objectives since 1984. He has conducted 100's of seminars across the metroplex
for companies like TEXAS INSTRUMENTS, AT&T, XEROX, KRAFT and SOUTHWEST AIRLINES. Brian is a resident of Plano, Texas and is happily married since 1987.
Brian and his wife have one child and put a premium on quality family time.