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Nesbit Financial: A Comprehensive Way to Solidify the Future

By Peter Robinson – Nesbit Financial

Retirement planning is a huge step in the financial life of virtually everyone. For business owners, wealthy individuals, and young professionals, the decisions can seem so complex that they are paralyzing. The sheer number of options is enough to leave virtually anyone wondering where they should be putting their money. Many simply put it off or assume the pieces will just fall into place on their own. Unfortunately, neither of those things is likely to happen.

Seeing the need to go a bit further with their retirement services, Nesbit Agencies has now launched Nesbit Financial Services, which is meant to bolster their retirement plan offerings through financial planning and portfolio management. The ability to get opinions for clients from a variety of sources with diverse backgrounds, education, and experience is one of the things that has always set Nesbit Agencies apart, and Nesbit Financial does the same thing.

Among the services Nesbit Financial offers are the following, all meant to compliment the long-term strategies that Nesbit Agencies has always advocated and assisted with:

· Retirement plan consultation

· Executive benefits

· Wealth management

· Comprehensive financial planning

There are, of course, two players in the game: sponsors and participants, and Nesbit Financial helps each in unique but complimentary ways:

· For plan sponsors, we help with plan management and fiduciary support, provider search and management, employee communication planning, investment consulting, and plan design consultation and implementation.

· For plan participants, we offer one on one engagement, comprehensive financial planning, transparent independent advice, retirement probability and risk analysis, and (perhaps best of all) honest and direct communication.

It’s important to remember that, like with everything in life, financial services are not one-size-fits-all. No one strategy is going to be best for everyone. That’s why Nesbit Financial takes a proactive approach to planning, execution, and follow-up to address your individual financial goals and objectives. It isn’t a small undertaking to offer a retirement plan to employees while also navigating a rapidly changing fiduciary landscape.

Whether you are a veteran of success or just getting started in the management of your portfolio, Nesbit Financial can help you set, achieve, and surpass your goals. For more information and to get started today, call 952-746-4336 or visit online at

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