Financial Inventory & Fiduciary Services
Principal- The Nest Egg Financial Group LLC
It’s how we put things together… that sets us apart.
What We do
Our ‘All-In-One-Place’ financial inventory service is unlike what other professions may provide. Its accurate & unique conceptual overview has been readily used to complete:
- other loan or financial aid applications
- plans for retirement
- or develop plans for creating generational wealth.
We cannot do anything about the past; however, we can start by analyzing the present and then make better plans for the future. Our financial inventory service is both exceptional and revealing.
We use a leading provider of integrated portfolio and reporting solutions employed by 1000’s of financial advisors and institutions. Its open architecture platform encompasses a broad range of institutional-quality research, investment products, and advisory resources. We have the resources and expertise to simplify by conquering complexity- while meeting the needs of creating or protecting our nest eggs.
Advanced Insurance Strategies
Insurance is an important tool that transfers risk… and provides a predictable outcome to life’s unpredictable turns. Advanced insurance strategies have been used to create or complement:
- Business Planning (Deferred Compensation/ Executive Bonus)
- Estate Planning (Legacy/ IRA Wealth Transfer)
- Retirement Planning (Diversified Income Sources)
- Protection Planning (College Funding/ Protection Plus.)
As is evident here, there are many more options and opportunities than what simple term insurance can provide.