Our Mission

Nest Egg 4 You, LLC, founded by Gregg C. Carrier, CFP® provides guidance to select clients in the preparation for and maintenance of a desired lifestyle both before and after retirement. A careful, hands-on, fee-based approach to asset management is tailored to the individual's risk assumptions. We offer strategies for the growth and preservation of wealth, tax-advantageous distribution of the wealth in the form of lifetime retirement income, and finally end of life planning. We focus on the tax advantageous transfer of assets to heirs and/or charity through collaboration with highly skilled estate planning attorneys and CPA firms. If you prefer, we will work with your existing legal and tax advisors.

Nest Egg 4 You, LLC provides a complimentary, one-hour consultation to discuss your relevant issues. You may be thinking about your investments, your retirement, or perhaps what happens to your assets at the end of life.

This complimentary, one-hour consultation is a great opportunity to talk about relevant issues with an experienced professional. We encourage you to take advantage of this great offer.