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Are you on track
for retirement?
The question isn’t at what age to retire, it’s what income.
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
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Generational Vault
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.
Register For An Upcoming Seminar
Please register for our upcoming seminar, someone from our office will follow up with dates, times and location.
Thank you!
or call us at 972.412.6064
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.”)
Our Office
Nestegg Wealth Advisors
5706 Rowlett Road
Ste. #200
Rowlett, TX 75089
Social Security
Make sure you maximize your Social Security benefit.
If you’re like many retirees, your Social Security benefit represents years and years of savings and hard work, and may be part of the foundation of your retirement income. Though many Americans have some basic familiarity and knowledge on the topic, far less are able to determine — on their own — the best way to file so they are able to maximize their benefit and carefully integrate it into the rest of their retirement plan.
At Nestegg Wealth Advisors, we help our valued clients develop a clear understanding of their Social Security benefit, and both educate and inform them on the optimal time to start accepting their benefit. According to the Social Security Administration, delaying your benefit may potentially increase your benefit amount by as much as eight percent per year.
There is a lot to know 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. Our firm is committed to helping you get the most you can out of your benefit, so you can take one step closer toward the comfortable and enjoyable retirement you’ve been working so hard for! In order to ensure you are maximizing your Social Security benefit, you should have a firm understanding of this complex matter.
We have put together an informative brochure that helps answer the following questions:
Please contact us to receive your brochure today!
Nestegg Wealth Advisors and Richard Lucas are not affiliated with or endorsed by the Social Security Administration or any government agency.