Everts Financial

Everts Financial

Share

I began my financial services career in 1996 after working 7 years as a CPA for a regional public accounting firm. I became licensed so that I could assist clients in saving for retirement, protect what is important to them and help achieve their financial goals. Besides helping my clients to choose the right investments, my goal is to help clients develop a strong financial game plan through asse

Photos from Everts Financial's post 06/08/2026

You've done the hard work. Now come the fun choices.

A life well-lived doesn't have to be extravagant. One moment you may crave that favorite food from childhood, the next an elegant wine at a table under the stars, and finally a chef-inspired dream you talk about for years to come. There are no wrong answers to how you experience joy. Only the freedom to celebrate the way you deserve, thanks to the good decisions you've made along the way.

Savor every bite. You've earned it.

05/31/2026

📅 June is National Men's Health Month.

☀️ With warmer weather around the country, it's a great time to reaffirm your dedication to your health.

👀 This means more than going for a run or going for a bike ride with the guys. It means taking a broader look at ways to take better care of both body and mind.

🩺 Don't skip your regular check in with your medical team. Don't ignore your mental health, either. And, yes, by all means, look into your fitness routine.

🌱 Taking steps now to improve your overall health will never be something you regret.

Starting Your First Veggie Garden? 6 Must-Know Tips to Set It Up for Success 05/18/2026

There are significant benefits to having your own vegetable garden - eating organically, having better-tasting flavors, and saving money on groceries. Check out these tips for starting a vegetable garden the right way.

Starting Your First Veggie Garden? 6 Must-Know Tips to Set It Up for Success Use this guide to help you plan, prepare, and plant a successful plot that will thrive for years to come.

05/16/2026

Today we celebrate Armed Forces Day by recognizing the important role that our military plays in safeguarding our nation and promoting peace around the world. Thank you for your service and your commitment to protecting our way of life.

05/11/2026

The mind/body connection is real. When your physical health is good you naturally feel better mentally too. These six “flip cards” from the National Institutes of Health can help you boost healthy eating and exercise habits.
https://www.nih.gov/health-information/physical-wellness-toolkit

Want your business to be the top-listed Finance Company in Appleton?
Click here to claim your Sponsored Listing.

Telephone

Address


2390 W Nordale Drive Unit B
Appleton, WI
54914