One-on-One Retirement Planning Consultation
John and Mike together has 40 years of combined experience in the financial services industry.
Mike Lee is a diversified Retirement Planning and Legacy preservation specialist serving the needs of individuals, business owners, and their families. Their mission is to preserve, protect, and grow the wealth their clients have worked a lifetime to build. Mikes dedication to best-in-class services is rooted in his never-ending commitment to putting each client’s interest first. He has mentored other agents across the country and is well respected in the industry as an expert in his field. Mike holds licenses in over 40 states.
John Peregoy received his CRPC designation in 2011. Yet since Nesteggsperts was founded in 2007, no client has ever lost money due to a market decline. In fact, clients have yielded as high as 26% in a single calendar year. Most recently, even though the safe money market yields are slightly lower, we have managed to make double digit interest in most accounts in 2017.
During the crash of 2008, not one account lost money. We specialize in safe money only! In addition, many plans that we offer will credit a cash bonus of up to 10% into your account on day one! comfortable with the decisions you are making that will affect the final stage of your life is paramount.
We encourage our clients to compare, but educate on the comparison. For example: MOST financial services products have a way to give you “what if” illustrations based on hypothetical scenarios…which is perfectly legal. These figures NEVER look bad. They paint a very rosy picture. However, almost always when we define the terms and help you understand how they come up with the figures, you quickly realize that even though this could happen….chances are slim that it will.
We give you WORSE CASE ONLY!.. but then show you actual customer statement of what did happen in good markets, and what did happen in bad markets.No hype. All safety. We know if you can live with worse case, that the growth aspect of the products we use will over-deliver the majority of the time! For the majority of clients ( those with income planning and 401k/IRA rollover needs) we don’t charge a fee for the consultation. However, advanced retirement planning may incur a fee which will be disclosed and agreed upon prior to meeting and will be lower than the industry standard. AND ….WE NEVER DO BUSINESS ON THE FIRST APPOINTMENT.
Retirement Planning isn’t just about your money. Below are other subjects you must address in order to have a worry free retirement.