Everlast WEalth - The wealth viking
Chart a Course to a
Legacy That Lasts.
Helping families build retirement plans strong enough to weather any storm.
Steadfast
Strategic
fearless
trusted by hundreds
5/5 stars
Steady the Ship. Secure the Legacy.
Why Everlast Wealth?
Steadfast Strategy. Fearless Guidance.
Trust matters especially when it's your future on the line. We keep your goals at the center of every conversation, building your plan with honesty, care, and the discipline of a strategist who's charted this course before.
Using our full knowledge and network of resources, we create a complete financial picture tailored to you, then match it with the products and strategies built for where you're headed.
Annuities & Insurance
Estate Planning
Tax & Income Planning
Wealth Accumulation
The process
Our 5-Step Retirement Planning System
01
Selecting A Financial Service Professional
Step One explains the role of a financial services professional and introduces New Generation Retirement Planning. (Takes place in 1st Appointment)
02
Fact & Feeling Finding
Step Two encompasses thought-provoking questions about your financial well-being. It begins with the Color of Money Risk Analysis and incorporates the elements of discovery and client feedback. (Takes place in 1st Appointment)
03
Retirement Strategy
Step Three allows us to craft a holistic plan based on your goals and objectives, which is accompanied by a formal presentation using the Color of Money, Social Security Maximization and Retirement Compass reports that allow us to engage in the important task of feedback prior to execution. (Takes place in 2nd Appointment)
04
Solutions & Executing
Step Four incorporates independent third-party research and solutions based on careful consideration of your asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies. (Takes place in 2nd or 3rd appt)
05
Ongoing Relationships
Step Five addresses long-term client engagement and five-star service by providing you with unique technology and enhanced value-add, with technology that include Generational Vault, ByAllAccounts, and Wealth Watch, and client engagement that includes client appreciation events, review meetings, webinars, and workshops. We treat you like family and want to be there to help you celebrate your birthday or anniversary or be there when you feel under the weather
Get in Touch
Our Resources,
Charted for Your Future.
Financial planning is a process, one that maps your whole picture, not just a piece of it. We know you're an individual with your own goals and priorities, and that understanding guides everything we do. Our services are comprehensive and tailored to your life, not a template.
Everlast Wealth is here for the full voyage from building your retirement income strategy to steering it steady throughout retirement.
testimonials
The truest measure of our work?
Hearing it from the families we've served.
"Caleb was very skillful in his knowledge regarding my retirement needs. He was professional and respectful. The next day I contacted Caleb because I had given the wrong date and he recalculated and gave me the new information."
Cindy Hill
"Caleb has been a great mentor to me after I have experienced many mentors over the years. He has consistently shown respect, promptness, kindness with a great understanding of patience and would love to work with him on many more accounts as we do our best to find the best solutions for all clients in need. He has an exuberant knowledge when it comes to Annuities, Life Insurance and Trusts and really knows how to help his clients find the absolute best solutions by not just giving single options and is able to compare the best features of what multiple companies are offering. I have full trust in him as he has always gotten back to me within a reasonable time frame, especially when I have had urgent matters come up. I fully recommend him and his business, Everlast Wealth for anyone needing guidance in their retirement planning! You won't be disappointed if you need any type of financial planning or retirement advice."
Anthony Schlumpf
qUESTIONS & aNSWERS
Frequently asked questions
What does Everlast Wealth help clients with?
Everlast Wealth helps individuals and families with life insurance, disability income protection, annuities, retirement income planning, pension and Social Security coordination, long-term care planning, and estate planning resources. The goal is to help you protect what you have built and create a clearer path forward.
What happens during the first appointment?
The first appointment is primarily educational. We discuss your current situation, goals, concerns, existing insurance, retirement accounts, pension benefits, and estate planning needs. From there, we identify potential gaps and determine which areas may deserve additional attention.
Can you review insurance or retirement accounts I already have?
Yes. Existing policies and accounts should be reviewed periodically to confirm they still match your needs. A review may include coverage, beneficiaries, costs, contract features, retirement income potential, and whether the account or policy is still serving its original purpose.
How much life insurance do I need?
The appropriate amount depends on what you want the coverage to accomplish. This may include replacing income, paying off debt, covering a mortgage, providing for children, funding education, supporting a spouse, or leaving an inheritance. The right amount should be based on your actual responsibilities rather than a generic formula.
What is an annuity?
An annuity is a contract issued by an insurance company. Depending on the type of annuity, it may be used to protect principal from direct market losses, accumulate funds, or create a predictable stream of retirement income.
Annuities vary in their guarantees, access to funds, surrender periods, income features, and costs. The specific contract should be reviewed carefully before making a decision.
Do I need an estate plan if I am not wealthy?
Yes. Estate planning is not only for wealthy families. It can help determine who manages your finances, who makes healthcare decisions, who cares for minor children, and how your property is distributed if you become incapacitated or die.
Are you affiliated with my employer, pension system, or government agency?
No. Everlast Wealth is an independent insurance and retirement planning practice. We are not affiliated with or endorsed by your employer, pension system, Social Security Administration, Medicare, or any government agency.
Insurance and annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Information provided is for general educational purposes and is not legal, tax, or investment advice.