Here at Nestegg Wealth Advisors, we have greater access to current strategies for preservation of assets as well as the tools and products that support those strategies. We focus on strategies that offer protection of assets, opportunities to earn credited interest, and the ability to create a guaranteed lifetime income. We provide information, products and strategies geared specifically to the needs of people in and near retirement.
Are You Retirement Educated?
Social Security Maximization
Choosing an Advisor
Color of Money
Fixed Index Annuities
Rule of 100
Our Firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.
As you near retirement, you may find that your attitude about risk begins to change. Protecting and preserving your wealth against market downturns should be an important part of your comprehensive retirement plan because a significant reduction to your portfolio could potentially derail your retirement plans.
For even the most financially literate individual, planning for retirement can be a very challenging undertaking. The days of relying solely on your pension and Social Security benefit to satisfy your income needs during retirement are long gone. In today’s economic climate, historically low interest rates coupled with high market volatility rates have made planning for retirement difficult and more important than ever.
Social Security Maximization
Your Social Security retirement benefit represents a lifetime’s worth of savings, time, and work, and is most likely your oldest and largest retirement account. Although many Americans are familiar with the basics of Social Security, very few are able to figure out – on their own – exactly the best way to file so they can get the most out of all they have put in.
At Nestegg Wealth Advisors, we believe no two investors are alike. In order to help each client pursue their financial goals, we implement a team-oriented approach to investment management and a client-focused culture that is fundamental to our investment process.
Today, women are more educated and financially empowered than any past generation. More and more women are responsible for handling their family’s finances, and, according to a study done by the Insured Retirement Institute, less than half are confident they are doing a good job of preparing financially for retirement.
Register For An Upcoming Seminar
Please register for our upcoming seminar, someone from our office will follow up with dates, times and location.
President of Nestegg Wealth Advisors
Rick Lucas has been assisting investors since 2002. He has advised retirees of Fortune 500 companies as well as business owners, government employees and teachers in matters of retirement and estate planning. Being a Registered Investment Advisor, Rick serves in a fiduciary role to all his clients while educating them on a new way to think about money and investing.
Rick has also developed a specialty in working with clients who want to grow and protect their wealth in a tax efficient manner and ensure their money lasts. Over the years, Rick has helped his clients use different strategies to create lifetime income, as well as strategies that can help reduce the impacts of income taxes, taxes on social security, and estate taxes. He also incorporates estate planning to protect clients assets and by-pass probate by working closely with a network of CPA’s and Attorneys.
Rick has completed Advanced IRA Distribution Expert training and is recognized as an Ed Slott trained expert advisor. (Ed Slott is a nationally recognized IRA expert, and was listed in the Wall Street Journal as “The best source of IRA advice.”)