Taxes

• Tax Planning
• Income Tax

Investment

• Investment Management
  Enhancing the lifestyle you created—now and for years to come—hinges on the investment decisions you make today. That is why it makes sense to talk to an experienced financial professional. We take pride in helping clients work toward realizing their lifetime financial goals. We believe a more personalized approach to managing investment planning will assist our clients in pursuing their goals and enhancing their retirement years. Currently, Nestlehut Financial manages client assets in excess of $325 million.
• Mutual Funds
  Adam graduated from Eastern Illinois University in 2009 where he received his Bachelor of Science degree in Business with a focus in Finance. Adam started working for Charles Schwab in 2010 and became a registered broker once he obtained his series 7, 63, 66, registrations. Adam is also licensed for Life and Health insurance. While working as a broker, Adam placed trades for clients and also performed research on the markets as well as individual stocks and mutual funds.
• Wealth Management
  Michael graduated from Southern Illinois University, Carbondale in 2014 where he received his Bachelor of Science degree in Finance and Financial Management Services. Michael began his career in 2015 at Wintrust Wealth Management as a Support Team Specialist. In 2017, Michael was promoted to Financial Consultant for the Strategic Advice Team. While at Wintrust Wealth Management, Michael obtained his Series 7 and Series 66 registrations. Michael is also licensed for Life and Health insurance.

Planning

• Financial Planning
  Tom personally enjoys addressing financial planning objectives and issues with his clients. He has also been invited to be a media contributor when discussing financial planning issues. He has authored numerous planning articles in various newspapers and co-authored a book titled, "Wealth Enhancement and Preservation."
• Retirement Planning
  Since 1981, Nestlehut Financial has provided comprehensive insurance products to their clients. In 1988, additional services were added specializing in retirement planning, IRA rollovers, and investments which include non-retirement products. We have had the privilege of helping hundreds of our clients manage their assets and transition into retirement. Yet, our services are not unusual. In fact, many other financial planners offer some of the same assistance. What makes us unique is the quality of the service we provide. We believe we have the best client service in the industry and strive daily to make it even better. We will sit down and discuss your finances, concerns, current needs and future goals. Together, we will work to arrive at a method for pursuing those goals. New clients are often pleasantly surprised at the comfort level they experience in their first meeting, and we will make sure that experience continues as our relationship grows.
• Asset Management
  As a Financial Advisor, Adam meets with new and existing clients to plan for long-term goals through conversations about diversification, asset allocation and portfolio rebalancing. Adam is committed to servicing his clients to help them meet their financial goals.
• Living Trusts
  Margaret plays an integral role in the Death Administration process. She works closely with Living Trust clients and assists in the funding of trusts. Her responsibilities include handling client service requests and communicating with attorneys and accountants. Margaret has been with Nestlehut Financial Services since 1999.