Nest Builder Financial Advisors, Ltd.
Our services are aligned with those on the corporate ladder who find their finances are getting more complex. We understand the desire to retire into a comfortable lifestyle and have the expertise to show you the possibilities.
We offer broad-based retainers and limited scope (based on an hourly rate) engagements. Clients with a simple financial picture may be better served with a limited-scope engagement while those with various types of accounts, higher taxes and more complexity may be better served with a broad-based retainer. In all cases the client retains full custody and control of his or her money.
Mary worked for 20+ years for large corporations and understands various benefit programs available, from 401(k)s to Restricted Stock Units (RSU) to deferred compensation, pensions, profit sharing and stock options. She works with clients to develop a personalized strategy for distribution to help keep taxes and investment expenses in check, leaving more for other goals such as college and retirement goals.
As a baby boomer with elderly parents who have been in (and out!) of skilled nursing facilities Mary empathizes with people in similar situations, and helps prepare clients for what may come, either for their parents, or even for themselves down the road.