SERVICES

Our Services
SUCCESSION PLANNING

Not all founders plan to exit, but there’s tremendous value in building every company around the possibility. With a proper succession plan in place, you can help ensure a smooth transition and the continuation of your business legacy—no matter what your future brings.

LIFE
INSURANCE 

Life insurance isn’t just about a death benefit. For entrepreneurs, this insurance can provide a variety of lifetime benefits that help them both personally and professionally.

RETIREMENT &
WEALTH MANAGEMENT

Founders must compete for top talent, and one of the best ways to do this is with an attractive retirement planning package. Learn more about how you can secure the best talent in your industry while planning for your own retirement.

STRATEGIC FAMILY
BUSINESS PLANNING

The children of entrepreneurs can have tremendous advantages—but only if you know how to instill them with entrepreneurial values and courage. At Nest Financial, we specialize in helping founders find ways to include their children in their business success and impart valuable lessons in a way kids will respond to.

DIVERSIFICATION FOR THE ENTRPRENEUR

No one should put all their eggs in one basket—including entrepreneurs. Whether you need to diversify your personal assets or find ways to diversify your business opportunities, we can help.

ALTERNATIVE INVESTING

Entrepreneurs are risk-takers who understand the value of following their well-informed gut. As such, entrepreneurs should consider alternative investments that require an investor with an innovative outlook.

Contact Us Today For A No-Obligation Financial Review

© 2017 NEST FINANCIAL  |  ALL RIGHTS RESERVED.

Actual fees may be higher or lower depending upon each client's specific situation and the products they select. Investors should note that the deductions of fees will impact overall account returns.  This communication is strictly intended for individuals residing in the state of Texas, California, Virginia, Maryland, and North Carolina. No offers may be made or accepted from any resident outside the specific state(s) referenced. Neither NEST Financial nor Union Capital Company, offers tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.

 

Securities offered through Union Capital Company, member FINRA/SIPC. Investment advisory services and insurance offered through NEST Financial LLC, 5323 Levander Loop, Austin, TX 78702 , 512-944-4882, which is not affiliated with Union Capital Company. Neither Union Capital Company nor its registered representatives, offer tax or legal advice.

5323 Lavender Loop | Austin, Texas 78702

512.944.4882  •  info@nestfinancial.net