Retirement & Wealth Strategies Welcomes Nest Egg 4 You, LLC to Our Growing Family!
Nest Egg 4 You, LLC is excited to join the RWS family! Since our inception at Nest Egg 4 You, we have always shared the RWS philosophy about customer care, financial literacy, and helping clients achieve their goals of financial security. In joining the talented team at RWS, we now have access to additional resources to better serve our clients needs. Joining RWS allows us to provide the exceptional level of service Nest Egg 4 You clients have come to know and love to an even larger network! We look forward to growing together with our friends at RWS!
Gregg Carrier, CFP®
Gregg C. Carrier; CFP® and founder of Nest Egg 4 You, LLC earned both a bachelor and master degrees in education. He enjoyed a successful teaching experience in business education, but left to establish a financial planning practice in 1979. He earned the right to use the CERTIFIED FINANCIAL PLANNER™ trademark in 1983.
The focus of his practice is helping clients achieve the lifestyle they desire both before and after retirement. He also emphasizes estate planning. The goal is to have heirs and/or charities receive more assets by avoiding probate fees or estate taxes.
Gregg feels compatibility is important to a successful relationship and therefore, there is no charge or fee for initial consultations.
It’s interesting to note after meeting many prospective clients, he discovers most people choose fee-based asset management. According to Gregg, “fee-based advice provides a greater array of investment choices while a commission advisor is limited to commission based investments.”