At Nest Egg Strategies Group, we believe wealth should bring freedom, not fear. Whether it’s protecting your family, planning for retirement, eliminating debt, or building a lasting legacy, our mission is to give you confidence that your financial future is secure—no matter who’s in office, what laws change, or how the markets move.
We partner exclusively with the nation’s most solvent carriers, ensuring that every strategy rests on a foundation of strength and stability.
Our process starts with listening.
We take the time to understand your goals, concerns, and dreams before designing a plan tailored to your life. With us, you gain more than advice—you gain an unwavering partner committed to protecting and growing your financial well-being at every stage of life.
Retirement Planning
Personalized plans to protect your wealth for life.
Market Risk Elimination
Shield your savings from every market downturn.
Income for Life Solutions
Create a stream of guaranteed income you can’t outlive.
Legacy & Estate Planning
Protect your loved ones and your legacy.
Learn How to Protect Your Social Security from Hidden Medicare Taxes.
IRMAA (Income-Related Monthly Adjustment Amount) is a little-known Medicare surcharge that can strip away thousands of dollars from your Social Security benefits each year. We specialize in strategies to help you reduce unnecessary costs and safeguard your retirement income.
Required Minimum Distributions (RMDs) can push your income higher and trigger steep IRMAA surcharges.
Even “safe” income like rental properties and tax-free municipal bond interest can count toward IRMAA.
Capital gains, pensions, and withdrawals from retirement accounts all increase your Modified Adjusted Gross Income (MAGI), raising your Medicare premiums.
We partner with the nation’s most solvent carriers, ensuring your nest egg is always protected. We also specialize in protecting against Medicare's IRMAA (Income-Related Monthly Adjustment Amount) surcharges so that the ball stays in your court.
We Offer Different Solutions, With One Approach
Our approach is simple: we listen more than we speak, so your needs drive your plan.
Retirement Planning
Personalized plans to protect your wealth for life.
Market Risk Elimination
Shield your savings from every market downturn.
Income for Life Solutions
Create a stream of guaranteed income you can’t outlive.
Legacy & Estate Planning
Protect your loved ones and your legacy.
Insurance Optimization
Ensure every policy works harder for you.
Personalized Risk Assessment
Discover your unique risk profile and solutions.
We simplify problems, not complicate them.
From risk-free retirement plans to legacy protection, our solutions keep your future secure.
Meet Your Team
Our high-end niche group of advisors has amassed over 50+ years of experience.
Jackson Young Brooks
Chief Operations Officer | Wealth Specialist
Walter David Witherell
President & CEO | Advanced Markets Specialist
IRMAACP™
Client Testimonials
“The process was easy to understand, and I felt supported every step of the way.”
Patrick M., Retired Mechanical Engineer
Nest Egg Strategies Group
“I appreciated the time they spent answering my questions without rushing me. They genuinely listened.”
Cindy R.,
Retired RN
Nest Egg Strategies Group
"I never thought retirement could feel this secure. Even when markets dropped, my savings stayed safe and my income never skipped a beat."
Neal S., Retired Pilot
Nest Egg Strategies Group
“They explained options I didn’t even know existed and helped me make a confident choice for my family.”
Barbara K., Retired RN
Nest Egg Strategies Group
