Wealth-Care, Notary+ & Fiduciary Services
Nest Egg Financial
Principal- Michael Bogdan
It’s how we put things together… that sets us apart.
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.
Notary Search Function
