James Estep (CFP®)

James Estep focuses in the
following client markets or areas of practice:

Federal Employees

Fixed Fee (Subscription, Retainer, etc.)

Generation X

Retirement Plan Investment Advice

Planning Specialties

Our focus is increasing financial awareness and developing sustainable retirement income strategies for our clients. Our process is designed to address the most pressing needs for individuals during their accumulation years or transitioning into retirement. We understand that everyone’s situation is unique and we are prepared to help you address this. Whether you are in the first half of the game or the second half, we are prepared to give you the advice that best suits your needs.

Our expertise in Pensions, 401ks, and 457/403b plans allows us to develop tax-efficient, predictable, and sustainable income streams to meet the needs of each and every client. We welcome you to our site and look forward to working closely with you to achieve all your financial goals and dreams.

Our firm was founded by two active Fire Department Chief Officers that provide superior financial advice to individuals currently in their working years and those that are close to or enjoying the retirement life. With over 25 years of Defined Benefit Pension experience combined among both principals of the firm, you can feel confident your retirement needs will be evaluated properly.

1) Fee only Advisors, no commissions
2) Specialize in Public Employees
3) Advisors are required to be CFP® professionals
4) Your needs are put before all others
5) Client focused planning

Additional Information

I am the second of the two principals at Everest Financial Advisors in Cooper City which specializes in financial planning for public sector employees.