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.”
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and RWS Financial Group, LLC are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AK, AR, AZ, CA, CO, CT, DE, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY. No offers may be made or accepted from any resident outside the specific states referenced.
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