Wealth-Care, Notary+ & 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

Wealth.Care.101

Wealth.Care.101 is our multi-faceted, organized and educational approach to financial self-sufficiency. We cannot do anything about the past; however, we can start by analyzing the present and then make better plans for the future. Our Wealth.Care.101 service is both exceptional and revealing.

Wealth.Care.101 is advisor-assisted and is systematically accomplished in tiers 101- to 401- over a several month period:

  • 101- Financial Inventory of Individual Products (as-is/ starting position)
  • 201- Financial Mapping of Household (details/ options/ opportunities)
        • Interactions
        • Duplications
        • Use of TVM & Leverage
        • Tax Efficiency Considerations
  • 301- Deep Dives into Individual Products (upgrades)
        • Appropriate?
        • Adequate?
        • Cost Effective?
  • 401- Monitor & Review (periodic- scheduled or event driven)
        • Persistence
        • Refinements
        • Adjustments

No one else is as invested in your financial success as you should be. When are you going to start?

#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.

#4

We’ve expanded our Notary services.  We now can perform remote eNotarizations to fulfill the needs of vulnerable or infirmed clients… especially when Notary stamps have to be affixed to newly created financial or legal documents.

Our subscription to the Signix Remote eNotary platform provides:

  • Security- encrypted, secure & recorded video conferencing.
  • Physical Distancing- no physical presences are required.
  • Convenience- from your home or office without the constraint of normal business days or hours.
  • COVID Friendly- at least our virus protection software did not have to update to accommodate this virus.
  • Witnesses- can be added without their physical presences.

Technology can- and does adapt. Until we return to the ‘newest’ normal, stay safe and use our remote eNotary service to fulfill your Notary needs. It is truly convenient.

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.

Availability

The relationships with our clients is key. We provide direct contact 24/7. We strive to provide calls back to our clients within 15-20 minutes.

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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.