Welcome to Nestegg Wealth Advisors!

Our Mission

 

Here at Nestegg Wealth Advisors, we have greater access to current strategies for preservation of assets as well as the tools and products that support those strategies. We focus on strategies that offer protection of assets, opportunities to earn credited interest, and the ability to create a guaranteed lifetime income. We provide information, products and strategies geared specifically to the needs of people in and near retirement.

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Our Services

New Generation Retirement

New Generation Retirement® is a holistic approach to retirement planning consisting of a five-step system that we complete together.

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Empowering Women

Women face different challenges when it comes to planning for their retirement and the later years of life. Empowering women for financial success helps address those unique challenges.

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Social Security

We help our clients develop a clear understanding of their Social Security benefit. There is a lot to learn about Social Security, and it is important for you to be educated so that you head into retirement with a plan on exactly how you will rely on your benefits. Nestegg Wealth Advisors and Richard Lucas are not affiliated with or endorsed by the Social Security Administration or any government agency.

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Investment Management

At Nestegg Wealth Advisors, we believe no two investors are alike. In order to help each client pursue their financial goals, we implement a team-oriented approach to investment management and a client-focused culture that is fundamental to our investment process.

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Asset Allocation And Risk

Our organization prides itself on providing full-service retirement planning to Rowlett and the surrounding communities. We take an extensive look at each client’s unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated plan.

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Income Planning

Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. At Nestegg Wealth Advisors, we are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you make sense of the most tax advantaged vehicles to accomplish your retirement income goals.

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Read Our Latest Blog

  Our Latest Blog Post

  Blog Archive

Generational Vault

Keeping Your Financial Information Safe and Secure

A virtual “safety deposit box” for our clients to upload important documents and view financial information. It comprises three dynamic components, including a secure portal to send and store confidential financial documents, daily investment and banking values, as well as snapshots of financial assets and expenses to view. All data is secured with a SSL Certificate, one of the strongest encryption key available, and adheres to compliance and regulatory requirements.

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OR call us at 972.412.6064

Register For An Upcoming Seminar

Please register for our upcoming seminar, someone from our office will follow up with dates, times and location.

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Rick Lucas | President in Texas | Nestegg Wealth Advisors

Rick Lucas

President of Nestegg Wealth Advisors

Rick Lucas has been assisting investors since 2002. He has advised retirees of Fortune 500 companies as well as business owners, government employees and teachers in matters of retirement and estate planning. Being a Registered Investment Advisor, Rick serves in a fiduciary role to all his clients while educating them on a new way to think about money and investing.

Rick has also developed a specialty in working with clients who want to grow and protect their wealth in a tax efficient manner and ensure their money lasts. Over the years, Rick has helped his clients use different strategies to create lifetime income, as well as strategies that can help reduce the impacts of income taxes, taxes on social security, and estate taxes. He also incorporates estate planning to protect clients assets and by-pass probate by working closely with a network of CPA’s and Attorneys.

Rick has completed Advanced IRA Distribution Expert training and is recognized as an Ed Slott trained expert advisor. (Ed Slott is a nationally recognized IRA expert, and was listed in the Wall Street Journal as “The best source of IRA advice.”)