Everts Financial
I'm excited and passionate about helping individuals and businesses meet their financial goals. My name is Steve Everts. (WFS) member FINRA/SIPC.
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
08/18/2026
Summer vacation doesn’t have to cost a fortune. This list of activities can help you and your kids connect with your community, discover little known local spots, rejuvenate your home and build healthy habits. Best part? Every item on this list is FREE!
Wrangle Summer Spending With 114 Free Activities to Keep Everyone Busy Whether you’d rather be outside or enjoy the AC, we’ve got ideas for you. Here are 100 free summer activities for kids of all ages, from the young to the young-at-heart.
08/15/2026
💡 Your legacy: a beacon of light in a changing world! 💡
During this special month, let's remember that our legacy isn't just about our achievements—it's about the values we hold dear and the positive change we create. Share your wisdom, uplift others, and be the guiding light that illuminates the path for future generations. ✨
08/12/2026
🌍 Leave footprints that inspire generations! 🌍
August is What Will Be Your Legacy Month, reminding us that every action we take matters. Each word of encouragement, each act of kindness, can ripple through time and touch countless lives. Let's make our legacy one of love, compassion, and empowerment! 💚
08/09/2026
🌟 August is the month to ponder our legacy! 🌟
Reflect on your past and your future goals to consider what you will be leaving behind for future generations. As we reflect on our lives, let's remember that our legacy isn't just about money or possessions—it's about the impact we make on the lives of others. Take a moment today to think about the positive mark you want to leave on this world. 💫
08/03/2026
Our thoughts and prayers are with the many people in the Menasha, Appleton, and Neenah communities impacted by the EF-3 tornado that ripped a path of destruction through the Fox Cities. Thankfully no lives were lost, but the homes and businesses of many of our friends and neighbors were damaged, and some demolished. If you or someone you know needs recovery assistance, contact 211 by phone or visit https://211wisconsin.commuityos.org/ to be connected to this free resource, available 24/7.
07/31/2026
Planning ahead of time can make all the difference when it comes to hosting a successful tailgate party. Check out this article for tailgate-friendly recipes (football-shaped brownies – yum!) and creative tips that will bring your party to the next level.
https://thefrugalgirls.com/2022/09/tailgating-tips-and-tricks.html
07/30/2026
Happy International Friendship Day! Friendships help us build bonds of camaraderie and trust. Through good times and bad, your friends provide support, acceptance and companionship. This Friendship Day, let’s celebrate those small moments that unite us all.
07/27/2026
How do you define financial success? If you’re setting financial goals, it helps to define what it means to you! Everyone is different so make your goals your own! Need some tips? Look no further:
How to Set Financial Goals (and Reach Them) - NerdWallet To set and reach financial goals: 1. Start by finding your 'why' 2. Focus on the basics 3. Use the 'SMART' goals framework 4. Write your goals down 5. Make treating yourself a part of the plan
07/24/2026
Know people that claim to know “everything” about baseball? See if you can stump them with one of these fun facts. If you can’t, then they officially do know everything about baseball. And now so do you.
Fun Fact Friday | 20 Baseball Facts That Made History Whether it’s a high-flying home run, a game-saving grounder or a shocking strikeout, the connection of a baseball to a bat thrills audiences around the world. Behind the dramatic moments of a…
07/21/2026
Building a financial foundation takes time, consistency, and discipline. It’s less about hitting a home run than making smart decisions on an everyday basis. These three components can line you up for a home run of a financial future. Check it out!
3 steps to build a solid financial foundation Learn these three key components of personal finance to help you build a solid financial foundation for long-term success.
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2390 W Nordale Drive Unit B
Appleton, WI
54914