SERVICE

1. Providing holistic wealth planning strategies to Individuals, High Net Worth Families, Retirees, Business Owners, and Non-Profit Organizations, who seek extraordinary results, with a focus on avoiding losses to IRMAA, TAXES, FEES, WALL STREET, and COMPOUND INTEREST.

2. Deployment of a two-tier concierge service, of deliverables team members- getting wealth working for you. Your Nest Egg Strategy may utilize the expertise of Walter's Network of A Team deliverables members, such as: CPA's, seasoned advisors, an estate planning attorney- even a former regulator, and Certified Fraud Examiner/Forensic Accountant, who became famous for finding the real numbers during the 2008 financial banking and insurance crisis. But your concierge service doesn't end here! We have established relationships with B Team deliverables team members such as: travel agents, real estate agents, mortgage lenders, massage therapists, anti-aging medical practitioners, and more! At the Nest Egg Strategies Group, we take monumental steps to ensure that our clients receive first class service at all times!

3. Creating integrated strategies for you that begin with a Financial Road Map. ® If you become a client, you will receive a Personal Financial Inventory binder, with a one-page asset summary in the front, followed by your financial statements, that will be updated every quarter. Our clients find this binder to be one of their most valued belongings. We believe that you'll love it too!

If this high level of service interests you, call us!

STRATEGY 

S. Do you have a 401(K), or other tax deferred retirement plan, and need help rolling it over? Call us!

T. What would your life look like if your strategy provided a consistent, predictable, stream of tax-exempt wealth, that you could never outlive? Call us!

R. With a 33+ trillion-dollar national debt, are you concerned that taxes could go higher? What if the top three wealthiest Americans used the tax code to legally place themselves in the zero percent tax bracket last year? If so, why aren't your advisors, CPA's, and tax attorneys providing you with legal, ethical strategies, using the rules for you, not against you? Call us!

A. What if you could be shown how to legally avoid losing part, if not all of your social security to IRMAA? (Income Related Monthly Adjustment Amount) Why isn't your financial professional advising you how to avoid IRMAA? Here's an observation: Walter teaches financial professionals across the country, how to avoid IRMAA, and has sadly learned that almost all of them have never heard of IRMAA, (can't spell it!), or even fathom the devastating financial implications of IRMAA. (NOTE: If you're a tax attorney, CPA, CFP® or specialist financial professional wanting specific IRMAA training, call us. We may be able to provide you with continuing education credits, and the strategies to help your clients avoid this blatant form of wealth redistribution.)

T. Do you have wealth that you wish to pass down completely free of all federal taxes, and estate taxes? Call us!

E. Would Charitable Gifting interest you, if you knew that you could gift, receive tax deductions now, and receive back 100% of your initial capital, plus interest later? Gifting is an amazing feeling. But wouldn't it be a tremendous feeling to legally, morally, and ethically, be paid back for it? Call us!

G. Would you like to be able to retire on two thirds of the account balance that you thought you'd need to have in retirement? Call us!

Y. Are you a parent or grandparent, wanting to leave behind a very big legacy? Are you someone who's waited until later in life to save for retirement? Call us!

Legal disclaimer: The publisher and owner assume no responsibility for actions taken by readers of this site, as we are not offering advice through this site. Further, we recommend collaborating with competent, qualified tax, and legal professionals who understand the implications of any financial decision(s), prior to taking any action(s) regarding your specific situation, or the situation of any person or entity.