our SERVICES
Whether you’re a business owner, a high-net-worth individual, or a family looking to secure your future, Nightingale Wealth Solutions will help you confidently navigate the financial landscape.
NWS offers expert financial services and affordable annual review service packages, so you can rest assured that you have a trusted partner dedicated to your financial success, lasting legacy, and peace of mind.
our SERVICES
Whether you’re a business owner, a high-net-worth individual, or a family looking to secure your future, Nightingale Wealth Solutions will help you confidently navigate the financial landscape.
NWS offers expert financial services and affordable annual review service packages, so you can rest assured that you have a trusted partner dedicated to your financial success, lasting legacy, and peace of mind.
Cash Flow & Budget
- Income Sources
- Expenses & Budgeting
- Debt Management
- Expenses
- Emergency Funding
- Dollar Cost Avg.
- Mortgage Review
- Lines of Credit Review
Investment Planning
- Outside Investments
- Review Stock Concentration
- Review Investment Policy Statement
- Portfolio Review
- Asset Allocation
- Time Horizon
- Withdrawal StrategiesPortfolio
- List Item
Income tax planning
- Review Of Cost-Basis
- Review Realized Gains
- Carry Forward Losses
- Tax Loss Harvesting
- Review Deductions & Credits
- Potential Roth Conversions
- Health Savings & FSAs
Retirement Planning
- Retirement Goal Setting
- Social Security & Medicare
- IRA Contr. & Conv.
- Employer-Sponsored Plans
- 401k
- Annuity & Pensions
- RMDs & Withdrawl Strategies
- Self-Employment Retirement Plan
Nightingale Wealth Solutions Services
Estate Planning & Charitable Giving
- Review Wills
- Review Power Of Attorney
- Review Living Will & Trust
- Irrevocable Life Ins. Trust
- Estate Tax Planning
- Guardian For Minor Children
- Charitable Giving & Trust
Risk Management & Insurance
- Review Existing Policies
- Life Insurance Needs
- Long Term Care
- Disability Income Insurance
- Health Insurance
- Review Homeowners Insurance
- Review Liability Coverage
Assisted Care For Loved Ones
- Special Needs Planning
- Education Planning
- Elderly Care
- 529 Savings Plans
- Roth IRAs For Children