our mission
At Nightingale Wealth Solutions, our mission is to empower our clients to confidently navigate their financial journey by consistently prioritizing their best interests, fostering genuine relationships built on trust, and providing exceptional communication and support.
Ongoing Financial Planning
Our six-step client onboarding process is designed to provide personalized financial planning and wealth management services that embrace our core principles of strong client relationships and family values.
This approach covers the full scope of your financial picture. We deliver tax advantage strategies, investment strategies, retirement planning, risk management, and more while prioritizing genuine connections, understanding each client’s unique needs, and the importance of working with a trusted fiduciary advisor.
Annual Service Packages
Foundational
- Debt Management
- Cash Flow and Budgeting
- Protection Planning
- Foundational Estate Planning
- Review of benefits offered through your employer.
- Investment account setup and management.
Comprehensive
All services offered in the Foundational Package, plus:
- Education Planning
- Retirement Income Planning
- Investment Planning
- Comprehensive Estate Planning
- In-depth Tax Planning Review
- Real Estate Investment Planning
Business Planning
All services offered in the Comprehensive Package, plus:
- Business Valuation
- Employee Benefits
- Key Employee Retention Plans
- Business Succession Plans
- Buy/Sell Agreements
- Estate Plan Integrations