- Insurance Planning
- Beneficiary Review
- Retirement Planning
- Financial Needs Analysis
- Analysis of Present and Future Expenses
- Estate Preservation
- Income Planning
Just imagine a complete portfolio, where all your financial, estate and tax preparation needs are addressed in a customized binder. This is your comprehensive retirement plan. Our coordinated approach can help ensure that your plan is developed using an inclusive view. We have found that many financial services professionals focus on products; our experience shows that our clients’ needs are best met by focusing on processes and most importantly, people.
David Nagy does not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor. In the event that you do not have your own attorney or tax professional we will partner with local CPA firms to provide tax services.