Financial Inventory & Fiduciary Services

Nest Egg Financial

Principal- Michael Bogdan

It’s how we put things together… that sets us apart.

mrb 20-aug-2020
Your Advisor- Michael Bogdan
Services

What We do

#1

Financial Inventory

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:

  • FAFSA(c)
  • CSS-Profile(c)
  • 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.

#2

Investment Advisory

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.

#3

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.

Why Choose Us

Experienced. Educated. Trusted.

- All While Acting as a Fiduciary -

Always On Time

Your time is valuable and our expertise is available. We match the two for meeting your needs on a timely basis.

Hard Working

There is no other way to work. The financial environment changes often; we review and can offer the best ideas, options & opportunities available.

24/7 Availability

The relationships with our clients is key. We provide direct contact 24/7. Call backs can occur within 10-15 minutes.

Let's chat...

Request Info

Securities and investment advisory services are offered through Woodbury Financial Services, Inc. (WFS) member FINRA/ SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
This communication is strictly intended for individuals residing in the states of PA, NY, OH, MD, VA and FL. No offers may be made to or accepted from any resident outside the specific states referenced herein.