Nest Financial

OUR MISSION: To simplify the intricacy of investments with financial solutions accessible to all. OUR SERVICES: Financial planning, wealth management, retirement planning, estate planning, small business planning and more WE ADVOCATE FOR THE EVERYDAY PERSON We work with those who are new to money. We specialize in working with union employees. With tradesmen, public servants and small business owners – those who may not have grown up in a family who benefited from professional financial direction. We’re from families like that, too, which is why we’re here to pass along what we have learned – that proper investing builds wealth, and it can do that for anyone – and more importantly – everyone. We represent the 99 percent. WE EDUCATE TO PROVIDE PEACE AND CLARITY We unpackage the confusion of the markets with a promise of transparency and invite trust. Education is our forte, and it’s something we truly enjoy. Talking about money is typically taboo, so it prevents those who don’t have a working knowledge of 401Ks and other investments from understanding them. We’re here to talk straight about money – and to break that cycle. How to build and protect wealth shouldn't be a secret. WE KNOW THAT MONEY IS A MINDSET Some people grew up with wealth, many didn’t. Some people are spenders, thers are savers. Two people can have $1 million in the bank, and for one, that money won’t fund their retirement dreams. For another, it will last 50 years. How you spend money is a personality type. When people ask us if they can retire, we say, yes – everyone can. It’s not the dollars in the bank, it’s how you live your life that determines how much is enough, and ultimately sets your retirement date. We help plan retirements understanding people make different choices. Advisory Services offered through Sowell Management, a registered investment advisor.