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.
Nightingale Wealth Solutions Services
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
- Stock Options
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
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
- UGMA/UTMA
Business Planning
- Business Valuation
- Employee Benefits
- Key Employee Retention Plans
- Business Succession Plans
- Buy/Sell Agreements
- Estate Plan Integrations
- Executive Benefits
Nightingale Wealth Solutions Services
Cash Flow & Budget
NWS will help you master your cash flow and budget; it’s the cornerstone of financial freedom and peace of mind for you and your loved ones
- Income Sources
- Expenses & Budgeting
- Debt Management
- Expenses
- Emergency Funding
- Dollar Cost Avg.
- Mortgage Review
- Lines of Credit Review
Investment Planning
Shape your financial future with smart investment planning tailored to your unique goals and aspirations for a prosperous and secure tomorrow.
- Outside Investments
- Review Stock Concentration
- Review Investment Policy Statement
- Portfolio Review
- Asset Allocation
- Time Horizon
- Withdrawal StrategiesPortfolio
- Stock Options
Income Tax Planning
Maximize your hard-earned income through strategic tax planning, ensuring you retain more of your wealth and avoid unnecessary financial burdens
- Review Of Cost-Basis
- Review Realized Gains
- Carry Forward Losses
- Tax Loss Harvesting
- Review Deductions & Credits
- Potential Roth Conversions
- Health Savings & FSAs
Retirement Planning
We’ll help you build the retirement of your dreams, free from financial worry, with a solid plan that supports your desired lifestyle and the legacy you wish to leave behind.
- Retirement Goal Setting
- Social Security & Medicare
- IRA Contr. & Conv.
- Employer-Sponsored Plans
- 401k
- Annuity & Pensions
- RMDs & Withdrawl Strategies
- Self-Employment Retirement Plan
Estate Planning & Charitable Giving
Secure your family’s financial future and make a lasting impact through mindful estate planning and purpose-driven 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
Safeguard your wealth and protect the ones you love with comprehensive risk management and insurance strategies that provide a secure financial safety net.
- 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
We’ll help guide you in supporting your loved ones to navigate life’s financial challenges and opportunities confidently.
- Special Needs Planning
- Education Planning
- Elderly Care
- 529 Savings Plans
- Roth IRAs For Children
- UGMA/UTMA
Business Planning
Be prepared for the unexpected and propel your business to new heights with expert planning that positions you for long-term success and financial growth.
- Business Valuation
- Employee Benefits
- Key Employee Retention Plans
- Business Succession Plans
- Buy/Sell Agreements
- Estate Plan Integrations
- Executive Benefits
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