Balancing the Needs of Work and Life
We help you navigate your competing financial priorities.
Your financial needs will change over time, reflecting economic, political, health, and family events. We are committed to helping you plan for whatever unexpected circumstances life brings your way. You deserve financial peace of mind during times of uncertainty, and growth potential during times of prosperity.
Specialized Planning
At Nestor Financial Network, our financial planning services seek to inspire confidence for your future and help to address the following concerns.
- Should I roll over my 401(k)?
- Which retirement plan is the best for a small business owner?
- Reviewing life insurance needs
- College planning for your family members
Comprehensive Life Planning
This process allows us to focus on the human side of financial planning. In-depth conversations about how you see money and what you want your money to do for you help us understand the role money plays in your life. We want to know the challenges you face and your ambitions for the future. We are mindful of your values, your family, your legacy, and all the things that matter to you. This ensures that your best interests are always at the forefront of our decision-making.
Juggling Multiple Financial Goals
With education costs, day-to-day expenses, retirement savings, and more—managing all your goals can sometimes seem overwhelming. You may be facing several of the key life goals listed below. We will help you identify and prioritize your goals, and create a realistic plan for pursuing them.
Family
Education
Buying/Upgrading a Home
Accumulation
Insurance
Estate Planning
