Financial Inventory & Fiduciary Services
Nest Egg Financial
Principal- Michael Bogdan
It’s how we put things together… that sets us apart.
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.
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