Retirement Planning in 2021
WELCOME
We’re so happy you found us. The fact that you’ve landed on our website tells us you’re searching for financial guidance that goes beyond investments. Perhaps you’re looking for a personal relationship with a team that can simplify your entire financial life, including tax planning, estate planning, retirement planning, insurance and investments. We welcome you to experience the nestology™ difference.
Why Us?
Our proprietary nestology™ wealth management process uniquely addresses tax planning, estate planning, retirement planning, insurance and investments, all under one roof, allowing for efficiency. We believe that all of these financial categories share a reciprocating relationship. For example, it’s harder to reach financial goals when paying too much in taxes. This comprehensive approach addresses our client’s happiness, future and nest, which can result in peace of mind. Our wealthnest logo pictures a bird safely nested atop a healthy, sturdy tree. This represents a conceptual imagery resulting from the complete, holistic and balanced values that we believe in. We are devoted to finding better ways to serve and simplify the financial lives of our clients.
The Elements of a Wealthnest Financial Plan
nestology™ TV
Here at Wealthnest, we do things a little different. We believe in continually educating our clients on various life and financial events they could face. This is why we launched our YouTube channel. We publish weekly episodes on a wide variety of topics, ranging from common estate planning mistakes to maximizing employer benefits. Check out our videos and SUBSCRIBE to our channel to keep up to date with our weekly episodes.
The nestology™ Difference
Clever & Unconventional Wealth Management
We started from the ground up so we could be creative, innovative and respected in an outmoded and antiquated industry. Our firm offers a unique client experience through our proprietary nestology™ wealth management process.
Together Everyone Achieves More
Our clients have seamless and continual access to all members of the team, allowing them maximum exposure to a wide range of specialties and expertise.
Seasoned Expertise
Our proven expertise and hands-on approach to managing wealth has endured multiple market cycles, guiding our clients through turbulent times.
Objective Financial Advice
We pride ourselves on independence, devoid of any large corporate agenda. We are local, independent and provide only objective financial advice. Our recommendations are what we feel is best for each client’s individual situation.
Let's Talk
Have a question? Need an appointment?
Talk to one of our financial advisors today and let’s partner together for your future.
Highly Qualified Team
Michael B. McGinley, CFP ®
Principal
“In an ever-changing world, you need a financial plan that will evolve and adapt to meet your goals and objectives. I help you go beyond the algorithms, incorporating our holistic approach and past experience to guide you through your financial journey. “
Kevin H. Foster, CFP ®
Principal
Kevin H. Foster, CFP(R) is a principal and a Co-Founder of Wealthnest Planners. He oversees the firm’s entire financial planning process and is a leader within client operations, applying 18+ years of financial and leadership experience.
Lauren A. Huntsman, CSLP®
Financial Advisor
Lauren aims to create an experience that exemplifies Wealthnest’s value of creating long-term relationships and taking personal care of our client’s financial nest egg. Her goal is to be the resource that clients can count on to direct or answer any questions or concerns.
Angelo Ven C. Abante
Administrative Associate
As a member of the Wealthnest team, his goal is to put forth the extra effort to ensure our client’s needs are met with the highest level of care. He aspires to become a future financial planner who can build quality long-lasting relationships by providing the most effective and comprehensive trusted advice over time, tailored to the individual.
Lance D. Ghidotti
Director of Marketing & Business Development
Lance is a key player in developing our companies’ vision and instills it in all levels of the Wealthnest brand. Lance’s fingerprint is on much of what we do here as a company. His goal is to develop a brand and plan to make our clients lives easier.
