Clio / Michigan / United States
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 individuals 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.
