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NAGEL Private Wealth Management is a FEE-ONLY Registered Investment Advisory firm. We recognize taking care of your family is your most important responsibility. Secondary, is managing your financial assets to achieve and/or maintain your lifestyle and retirement goals. It takes professional advice and proper stewardship of your financial resources to balance both. Our firm will help you design a strategy matching your life goals with your finances and execute the strategy on your behalf.

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NAGEL Private Wealth Management is a FEE-ONLY Registered Investment Advisory firm. We recognize taking care of your family is your most important responsibility. Secondary, is managing your financial assets to achieve and/or maintain your lifestyle and retirement goals. It takes professional advice and proper stewardship of your financial resources to balance both. Our firm will help you design a strategy matching your life goals with your finances and execute the strategy on your behalf.

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2 investment philosophy

3 client service

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6 calculators

7 newsletters

8 market summaries

9 video alerts

10 e seminars

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Home - | nagelpwm.com Reviews

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NAGEL Private Wealth Management is a FEE-ONLY Registered Investment Advisory firm. We recognize taking care of your family is your most important responsibility. Secondary, is managing your financial assets to achieve and/or maintain your lifestyle and retirement goals. It takes professional advice and proper stewardship of your financial resources to balance both. Our firm will help you design a strategy matching your life goals with your finances and execute the strategy on your behalf.

INTERNAL PAGES

nagelpwm.com

1

Retirement -

http://www.nagelpwm.com/Custom.aspx?apId=98253

Of this financial professional on FINRA's BrokerCheck. Leveraging company benefits to optimize cash flow at retirement. Understanding the impact of inflation on retirement purchasing power. Understanding the impact of being too conservative or too aggressive. Defining the optimal return needed to reach retirement goals. Development and implementation of your retirement plan. Generate retirement cash flow analysis periodically to stay on course.

2

Calculators -

http://www.nagelpwm.com/Calculators.aspx

Of this financial professional on FINRA's BrokerCheck. Got a question that involves number crunching? Use the calculators on this page to find the mathematical answer to the most commonly asked number-crunching questions, and see your inputs displayed next to the graph, chart, and/or table output in a side-by-side display. Auto Loan Payment Calculator. Federal Income Tax Estimator 2015/2016. Life Insurance Needs Calculator. Long-Term Care Needs Calculator. Reaching Your Investment Goal Calculator. This c...

3

Home -

http://www.nagelpwm.com/Home.aspx

Of this financial professional on FINRA's BrokerCheck. NAGEL Private Wealth Management is a FEE-ONLY Registered Investment Advisory firm. The chart below illustrates our working relationship with our clients. We believe you should always be at the top of the organization chart. We serve clients first not shareholders and therefore have no conflicts of interest. Check the background of this financial professional on FINRA's BrokerCheck.

4

Investment Philosophy -

http://www.nagelpwm.com/Custom.aspx?apId=98254

Of this financial professional on FINRA's BrokerCheck. We believe in globally diversified investment portfolios. We believe periodic re-balancing reduces investment risk. We believe capital markets work and will increase over time. We believe political leaders want and need economic growth. We believe do-it-yourself investors tend to buy high and sell low diminishing their returns. We believe listening to the financial media brings investors off course.

5

Video Alerts -

http://www.nagelpwm.com/Videos.aspx

Of this financial professional on FINRA's BrokerCheck. The videos on this page are short, multimedia pieces that highlight recent developments, new legislation, and cutting edge information across a variety of financial subject areas. Is 70 the New 65? Why Americans Are Working Longer. Below Zero: The World Experiments with Negative Interest Rates - May 24, 2016. Full Employment: Are We There Yet? Check the background of this financial professional on FINRA's BrokerCheck.

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NAGEL Private Wealth Management is a FEE-ONLY Registered Investment Advisory firm. We recognize taking care of your family is your most important responsibility. Secondary, is managing your financial assets to achieve and/or maintain your lifestyle and retirement goals. It takes professional advice and proper stewardship of your financial resources to balance both. Our firm will help you design a strategy matching your life goals with your finances and execute the strategy on your behalf.

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