NestEggZone.com

We provide advice. Period.

When you hire AdvicePeriod, you hire a knowledgeable fiduciary committed to helping you keep more of what you earn. We've built our firm to achieve three simple objectives, and they define how we work with every client, every day.

1. We want clients to meet their objectives. To help clients meet their financial goals, we focus on planning with frequent plan updates.

2. We want clients to sleep at night. We plan for the unexpected and constantly monitor client portfolios, so they can spend their time doing things they want to do!

3. We want clients to be happy they met us. To help ensure clients are happy we’re part of their life, we keep them “in the know” by striving to provide world-class service, frequent contact, 24/7 technology access, and transparency.... See More

Fiduciary Financial Advisor in Concord, NC Helping Retirees Create Tax-Smart, Reliable Income

Retirement should bring freedom, not financial worry. Imagine knowing exactly where income will come from, how long it will last, and how to minimize taxes along the way. That clarity starts with a plan designed for you.

A personalized Retirement Income Map and Tax-Smart Withdrawal Plan can help turn savings into reliable income, protect lifestyle, and simplify decisions. Every strategy is explained clearly—no jargon, no pressure, just confidence.

Cadence Wealth Partners, a fiduciary financial advisor in Concord, NC, helps retirees enjoy life with less stress and more purpose.... See More

J. Martin Wealth is a financial advisor with a fiduciary duty. A firm focusing on retirement planning, wealth management, 401(k) guidance, and tax-efficient investment strategies. We help clients nearing or in retirement, as well as high-income earners, create personalized plans to grow and protect their wealth. Services include investment advice, retirement income planning, 401(k) rollovers, Roth IRA conversions, and strategies to reduce taxes in retirement. Based in Arizona, we serve clients locally and virtually, always putting their best interests first.... See More

Start Your Legacy Today: Ready to ensure your financial future is as bright as your dreams? Contact Frame Wealth Management, where our financial advisors are committed to crafting a plan that aligns with your life goals and legacy aspirations. Schedule a call now to begin your journey toward financial clarity and confidence.... See More

Centerpoint Financial Management provides tax-efficient retirement planning for business owners and executives nearing retirement. We simplify the financial planning process and provide a 360-degree view of your entire financial life, giving you the peace of mind and freedom to focus on what matters most.

We are focused on helping business owners and executives navigate the transition towards retirement. During our process, we will perform a deep-dive into the following service areas: Financial Planning, Investment Management, Social Security Strategies, Tax Planning, Insurance Analysis, and Legacy Planning.

We believe in simplicity and transparency. We do not work on commissions or sell financial products. Our unique fee-structure includes both Ongoing Financial Planning + Investment Management for a flat annual fee.

Take control of your retirement journey. Your tomorrow starts today.... See More

Fiduciary Financial Advisor

Over the last 30+ years as a wealth advisor I have developed a passion and expertise in three very interesting, but distinct areas.

First, I very much enjoy helping pre-retirees prepare for the transition into retirement. Everything from preparing retirement income projections; proper portfolio positioning; risk and tax-mitigation techniques; to discussing the psychological challenges of the transition to non-work life. I have a passion to help clients handle the transition to retirement well! I enjoy working with physicians; business owners; and widows. I have been a Certified Financial Planner (CFP) helping these types of clients since 1992.

I also have extensive experience in the set up and proper operation of corporate retirement plans such as 401(k)s; 403(b)'s; and 457 plans. I have found that by helping plan sponsors and investment committee members to properly understand and discharge their fiduciary duty, it results in less liability for the business owner / plan sponsor while producing better financial wellness outcomes for plan participants. To stay sharp and up-to-date in this space, I maintain a professional designation as an Accredited Investment Fiduciary Analyst (AIFA). I also offer fiduciary training for forward-thinking plan sponsors and investment committees.

Over the last several years, I have developed an interest in Artificial Intelligence and better understanding how the digital asset space is re-writing how business is done right before our eyes. As a result, I have a lot in common with many millennials, who view this as an area poised for incredible growth in the years ahead as the old financial infrastructure is rapidly being replaced by blockchain record keeping, DeFi; & DEX's. Hence, I developed my tagline: "Advice for a changing world." I was privileged to be the first financial advisor in the United States to pass DACFP’s certificate program in Blockchain and Digital Assets and I also carry a designation as a Certified Digital Asset Advisor (CDAA) and a Certified in Blockchain and Digital Assets designation (CBDA) from DACFP.... See More

As a Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional (CFP®), and Enrolled Agent (EA) with Fiduciary Financial Advisors I love serving and partnering with my clients all over the country.

At the core of my financial planning philosophy is the belief that money is a powerful tool that can be used to fulfill dreams, purposes, and goals. By advocating for my clients and leveraging creative solutions, I design tax-efficient financial plans that pave the way for lasting success.... See More

Hey there! I'm Tim, a Fee Only Fiduciary Financial Advisor with a focus on supporting the unsung heroes of our communities – first responders. I've made it my mission to help those who dedicate their lives to helping others.

Ever wondered if you're cruising down the right road to retirement? Or maybe you're feeling a bit jittery about tackling some hefty financial decisions? Being unsure where to turn can be a bit overwhelming. You're already a hero in your community, and I'm here to help you become the hero of your financial journey.

My primary objective revolves around aiding clients in uncovering or enhancing their happiness, with this mission serving as my guiding principle. Allow me to architect a plan tailored specifically to your needs, enabling you to stride confidently towards your financial goals!... See More

I specialize In working with sales professionals and other high-earners with variable incomes. My practice is tailored to your unique needs and focuses on two essential themes.

#1 - Maximize investment performance with low costs in a way that aligns with your values and beliefs.
#2 - Develop a strategic financial plan focusing on financial and tax efficiency.

I provide tangible benefits in the following situations or services to make my clients' lives easier:
- Retirement Planning, including 401(k) Rollovers, IRAs, Pension guidance, and Social Security planning.
- Investment Management, including Cash Management, Portfolio Construction, and Diversification using Mutual Funds, Exchange-Traded Funds, Stocks, Bonds, Separate Account Managers, and Alternative Investments.
- Assisting with life-changing circumstances such as retirement or retirement planning, new marriage, college savings for children, and inheritance and settlement management.

Sales professionals work hard for their money, often without a clear plan. Through strategic financial and tax planning, I empower you to take control of your financial future, making informed decisions that can leverage compounding interest to your advantage. This allows your money to start working for you and gives you the power to reclaim your time.... See More

What sets me apart is my dedication to my clients' needs, embodied in my high-touch approach. I ensure that each client and family receives unparalleled attention and support that extends beyond finances. Multi-generational planning is not just a service I offer; it's the very essence of what I set out to do. I guide families through the complexities of wealth preservation and transfer across generations, instilling financial literacy from an early age to empower future generations.

My services, structured under asset-based fees, encompass a wide range of offerings, including investment management, estate planning, philanthropic endeavors, and risk management. My focus on tax planning further distinguishes me in the industry. I tailor my strategies to meet the unique needs of these families, leveraging strategic outsourcing including partnerships with best-of-breed money managers to deliver objective financial advice and innovative solutions.
In addition to my dedication to clients' needs, I offer a unique approach that goes beyond conventional financial planning. I believe that true financial excellence is achieved through a tailored approach that addresses each client's unique circumstances and goals. This personalized approach ensures that every aspect of your financial affairs are expertly managed and optimized for long-term success.

Apart from the services within my practice, I orchestrate a symphony of specialized professionals, each equipped with a deeper reservoir of skills and knowledge, to delve into the intricacies impacting your financial landscape. This approach allows me to provide more complete solutions tailored to your specific needs, ensuring that every aspect of your financial affairs is expertly managed and optimized for long-term success.

As this trusted clearinghouse for financial, investment, tax, and estate planning ideas, I orchestrate a seamless integration of my clients' financial affairs, ensuring their long-term goals are not just met but exceeded.... See More

I am proud to be a fee-only fiduciary financial planner working with Doctors, Advanced Practice Providers, and Nurses. I assist healthcare professionals eager to set themselves up for a successful financial future. As a fiduciary on your team, I can help you organize your financial life, assess what goals you want to accomplish, and then support you in implementing a financial plan to reach those goals. Financial terminology can be confusing just as medical terminology is for patients. As your financial planner, I will simplify confusing financial terminology to help you become a competent & confident investor.

I believe in controlling what you can control and not wasting brainpower over what you can’t. I focus on Vanguard’s Advisor Alpha methodology which includes these value-add best practices in wealth management.

-Suitable asset allocation using broadly diversified funds/ETFs
-Rebalancing
-Asset Location
-Total return versus income investing
-Cost-effective implementation (expense ratios)
-Behavioral coaching
-Spending Strategy (withdrawal order)

Healthcare professionals work long shifts, weekends, and holidays caring for other people’s families — which sacrifices time away from their families. My goal is to help the helpers. With financial and tax planning, I help you implement strategic decisions and use compounding interest to your advantage. This allows your money to start working for you and the ability to reclaim back your time. Money and time are essentially the same thing.... See More

Our boutique investment advisory firm is dedicated to delivering tailored strategies that amplify your wealth potential. Backed by a team of seasoned experts, we offer a holistic approach that considers your unique goals, risk tolerance, and market trends. Whether you're aiming for short-term gains or long-term security, Infinity Investments is here to guide you with precision and care, and a goal of turning your financial dreams into reality.... See More

We're an advisory firm serving those in retirement or nearing it. We aim to provide three primary benefits: Improving portfolio returns, cutting your tax bill, and providing peace of mind. Our mission in providing those benefits is to turn your financial house into a financial castle.... See More

Aleksey Krylov is a seasoned Chief Financial Officer (CFO) recognized for his experience in the life sciences and medical technology sectors. With a background in venture investing and mergers and acquisitions (M&A), his track record includes over 70 successful fundraising and M&A transactions, which showcase his ability to navigate diverse strategic opportunities for companies he works with.

As the CFO of CytoImmune Therapeutics, Aleksey spearheaded a transformative period, securing over $100 million in funding and overseeing the expansion of the workforce from five to over 60 employees. Furthermore, he played a pivotal role in building a cutting-edge commercial-scale cell and biologics manufacturing facility.

Previously, as CFO of DIH International, Aleksey positioned the Swiss-Chinese medical equipment manufacturer for a targeted NASDAQ public offering, driving strategic initiatives to optimize growth and maximize shareholder value.

Aleksey's accomplishments extend to his role as CFO of SELLAS Life Sciences, where he orchestrated a successful reverse merger, which ultimately propelled the company to the market capitalization of several hundred million dollars . He also led a successful convertible PIPE fundraise.

Before his stints as a healthcare CFO, Aleksey spent 12 years as a family office investment professional. He oversaw principal and control investments exceeding $500 million across diverse industries, including life sciences, medical technologies, healthcare IT, and consumer products. He started his career as an equity capital markets banker with Cowen's healthcare practice.

Aleksey holds an MBA from Columbia Business School and a Bachelor of Science in Business Administration from Babson College. His ability to blend financial acumen, deal-making expertise, and operational leadership makes him an invaluable asset to life sciences and medical technology organizations, driving transformative growth and financial performance.... See More