You’ve worked hard to acquire your nest egg. Now you want to ensure it will be well cared for and on track to achieve your goals and objectives. Our specialties are: • Wealth management with comprehensive, goal-centered planning • Tax-saving strategies so more of your money works for you Unique differences: • Multi-generational advisor team approach • Small firm with highly personalized service • 16 years of experience in financial advising • Customized planning with your CPA, insurance agent, and estate attorney • Holistic financial planning to help you simplify your life • Fiduciaries – taken oath to put clients’ interests first • Fee-Only – no hidden fees or commissions • Independent Our core investment philosophy focuses on two areas: Diversity and Discipline Our approach: We help you achieve your goals through our steadfast, gentle approach. We put your interests first and foremost. To schedule a free conversation: www.nesteggfa.com Advisors at this Office Lisa Farrier, CFP® Jack Ekin, PhD, BFATM