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One Tower Lane Suite 1825 Oakbrook Terrace, IL 60181

(630) 960-1368
contactus@nastali.com

Areas of Service

Services

Comprehensive financial planning & Portfolio management

We support you with the financial services needed to grow and preserve your wealth.

Portfolio Management

The ultimate goal: to optimize investment performance while being mindful of tax implications.

Since the Great Depression of the early 1930s, there have been 14 US recessions. We may not know now the market will behave from month to month, but there is one thing that we do know: the market will prevail with time. Benjamin Franklin once said, “If you fail to plan, you are planning to fail.”

  • One thing is certain when it comes to working with our team – you will have a financial plan.
  • We know that proper diversification is key during times of volatility and your financial plan will drive your investment allocation.
  • This approach has withstood the test of time and we strive to implement an investment strategy with which you can be comfortable and confident with during both positive and turbulent markets.

Your plan will be regularly reviewed and your portfolio carefully rebalanced. We will work with you closely to make sure your plan grows and moves with you.

Retirement Planning for Post-Retirees

What’s important to you is important to us, and what could be more important that enjoying your retirement when you’ve finally reached that milestone?

An income strategy that is prudent, tax-efficient, and addresses the issue of longevity is imperative in retirement.

A well-developed withdrawal strategy gives you confidence to enjoy all that retirement has to offer. You will always be part of the planning process, so together, we will develop a plan that considers the up and down markets while keeping your needs at the top of mind.

You’ve worked your whole life for this and you should be enjoying every moment of it. We want to help you with the planning so you can focus on the joy of retirement like making memories with your family or traveling the world.

Insurance Planning

Success comes from careful planning, and insurance is no exception.

When people think insurance, they often don’t consider the following:

  • Do you have the appropriate amount of coverage?
  • Are you paying a fair minimum?
  • Do you have the right type?
  • Can you self-insure?

From Life Insurance to Long Term Care, let us make sure that the coverage you have is appropriate and cost efficient.

Our goal is to work with you so that you can answer the questions above with ease and confidence.

Giving & Philanthropic Planning

“It is spending oneself that one becomes rich.” – Sarah Bernhardt

If you’re looking to give more to your family, church, or charity, here are somethings you may want to consider:

  • How much can I afford?
  • Are there limits to how much I can give?
  • Will there be tax implications?

We specialize in being able to advise and support you in coming with best tax advantaged ways to facilitate generosity and help you make a lasting impact.

Education Planning

Your child might be headed off to college by themself, but you don’t have to plan for college by yourself.

It’s no secret that the cost of college continues to aggressively outpace inflation and wage increases. For matters like this, it is incredibly important to make informed decisions. Our goal is to help you understand any adverse impacts that may arise when it comes to education planning.

Raising a child takes a village, and sometimes, so does paying for college - our education planning discussions are aimed to help not only parents, but also any other family member(s) in a position to help.

Estate Planning

Planning thoroughly now will allow you to provide your loves ones with the one of the best gifts. Though we do not provide legal advice, we will help you work with your estate planning counsel to understand your current plan.

Our support and services include:

  • Helping you think through your options when making adjustments
  • Coordinating with your estate attorney on your behalf to ensure you have ample protection and provision.

We understand that few people want to think about what will happen at the end of their lives, so let us lighten the load.

Tax Planning

Our team’s tax expertise puts us in a great position to work with your existing tax professional to make sure that you are maximizing your tax benefits. We can review your tax situation and add value through providing tax-efficient strategies to accomplish your goals.

If your preference is a more integrated approach, we can discuss the advantages of having our team work as your all-in-one team to support on both wealth management and tax planning directly

Portfolio
Management

The ultimate goal: to optimize investment performance while being mindful of tax implications.


Since the Great Depression of the early 1930s, there have been 14 US recessions. We may not know now the market will behave from month to month, but there is one thing that we do know: the market will prevail with time.


Benjamin Franklin once said, “If you fail to plan, you are planning to fail.”


  • One thing is certain when it comes to working with our team – you will have a financial plan.
  • We know that proper diversification is key during times of volatility and your financial plan will drive your investment allocation.
  • This approach has withstood the test of time and we strive to implement an investment strategy with which you can be comfortable and confident with during both positive and turbulent markets.


Your plan will be regularly reviewed and your portfolio carefully rebalanced. We will work with you closely to make sure your plan grows and moves with you.

Learn more

Retirement Planning
for Pre-Retirees

Are you still on track to living your best financial life in retirement?

To quote Warren Buffet, “Someone’s sitting in the shade today, because someone planted a tree a long time ago”.

Here are some questions to ask yourself if you’re wondering whether or not you’ll have enough shade:

  • Will you be able to maintain your standard of living
  • Have you determined how to maximize on Social Security?
  • Are your expectations realistic to your savings rate
  • How do you plan for healthcare?


We work through various scenarios with one priority in mind: making sure you can do what’s necessary to retire on your terms.


We take care of the little things during this process so that you’re set up for success when you’re ready to do the big thing: Retire.

Learn more

Retirement Planning for Post-Retirees

What’s important to you is important to us, and what could be more important that enjoying your retirement when you’ve finally reached that milestone?


An income strategy that is prudent, tax-efficient, and addresses the issue of longevity is imperative in retirement.


A well-developed withdrawal strategy gives you confidence to enjoy all that retirement has to offer. You will always be part of the planning process, so together, we will develop a plan that considers the up and down markets while keeping your needs at the top of mind.


You’ve worked your whole life for this and you should be enjoying every moment of it. We want to help you with the planning so you can focus on the joy of retirement like making memories with your family or traveling the world.

Learn more

Insurance Planning

Success comes from careful planning, and insurance is no exception.

When people think insurance, they often don’t consider the following:

  • Do you have the appropriate amount of coverage?
  • Are you paying a fair minimum?
  • Do you have the right type?
  • Can you self-insure?

From Life Insurance to Long Term Care, let us make sure that the coverage you have is appropriate and cost efficient.

Our goal is to work with you so that you can answer the questions above with ease and confidence.

Learn more

Retirement Planning for Post-Retirees

Insurance Planning

What’s important to you is important to us, and what could be more important that enjoying your retirement when you’ve finally reached that milestone?

An income strategy that is prudent, tax-efficient, and addresses the issue of longevity is imperative in retirement.

A well-developed withdrawal strategy gives you confidence to enjoy all that retirement has to offer. You will always be part of the planning process, so together, we will develop a plan that considers the up and down markets while keeping your needs at the top of mind.

You’ve worked your whole life for this and you should be enjoying every moment of it. We want to help you with the planning so you can focus on the joy of retirement like making memories with your family or traveling the world.

Learn more

Success comes from careful planning, and insurance is no exception.

When people think insurance, they often don’t consider the following:

  • Do you have the appropriate amount of coverage?
  • Are you paying a fair minimum?
  • Do you have the right type?
  • Can you self-insure?

From Life Insurance to Long Term Care, let us make sure that the coverage you have is appropriate and cost efficient.

Our goal is to work with you so that you can answer the questions above with ease and confidence.

Learn more
Giving & Philanthropic Plannin
Education Planning
Estate Planning
Tax Planning

Retirement Planning for Pre-Retirees

What’s important to you is important to us, and what could be more important that enjoying your retirement when you’ve finally reached that milestone?

An income strategy that is prudent, tax-efficient, and addresses the issue of longevity is imperative in retirement.

A well-developed withdrawal strategy gives you confidence to enjoy all that retirement has to offer. You will always be part of the planning process, so together, we will develop a plan that considers the up and down markets while keeping your needs at the top of mind.

You’ve worked your whole life for this and you should be enjoying every moment of it. We want to help you with the planning so you can focus on the joy of retirement like making memories with your family or traveling the world.

Learn more

Cost of Services 

NFS receives compensation based on a percentage of assets under management – our minimum portfolio management size being $500,000.

For those who do not satisfy the portfolio minimum, we can still provide help and support through our Financial Planning services.

Services include financial plan development and analysis of specific questions, with associated action plan development for the client’s self-implementation. Fees for this service are assessed on an annual basis.

Learn more

Who We Serve

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Our Process

We create strategies that are tailored to your needs and goals.

Learn more

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Wealth Management

Bonds

Common Stock

ESG Investing

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Financial Goal Setting Plans

Pre-Retirement Plans

Post-Retirement Plans

Tax Plans

401(k) Plans

403(b) Plans

Education Plans

Estate Plans

Charitabe Giving Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Tax Planning 

Relocation Tax Issues

State Tax Return Preparation

Representation Before the IRS

Tax Return Preparation

Individual Tax Preparation & Planning

Business Start Up, Counsel and Corporate Taxes

Small Business Accounting Services

IRS and State Tax Audits

Income, Gift, & Estate Tax Returns

Portfolio Management

Portfolio Management

The ultimate goal: to optimize investment performance while being mindful of tax implications.

Since the Great Depression of the early 1930s, there have been 14 US recessions. We may not know now the market will behave from month to month, but there is one thing that we do know: the market will prevail with time.

Benjamin Franklin once said, “If you fail to plan, you are planning to fail.”

One thing is certain when it comes to working with our team – you will have a financial plan.

  • We know that proper diversification is key during times of volatility and your financial plan will drive your investment allocation.
  • This approach has withstood the test of time and we strive to implement an investment strategy with which you can be comfortable and confident with during both positive and turbulent markets.

Your plan will be regularly reviewed and your portfolio carefully rebalanced. We will work with you closely to make sure your plan grows and moves with you.

Pulled from Bio

My Areas of Service
Investments
Mutual Funds, Stocks and Bonds, Fee-Based Asset Management Services, ESG Investing

Retirement Planning
IRAs, 401(k) Plans, Pension/Profit Sharing Plans

Insurance Planning
Fixed and Variable Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed and Variable Annuities

Estate Planning
Insurance Needs Analysis, Business Ownership Succession Plans, Charitable Remainder Trusts

Education Planning & 529 Plans
General Financial Planning and Goal Setting
General Accounting & Tax Services
My Service Philosophy
I am dedicated to helping you achieve your financial relationships for the long term. We know that your financial situation will continue to change as your individual circumstances change. To address that, I will meet with you periodically to review your current investment needs and make the necessary adjustments, whether to address a family situation or an approaching retirement. I believe success is best measured not just by your financial health, but by how confident you are about your financial future. You can feel confident that I will offer investment guidance and support that's tailored to your specific situation.

Our Service Philosophy

We are dedicated to helping you achieve your financial relationships for the long term. We know that your financial situation will continue to change as your individual circumstances change. To address that, we will meet with you periodically to review your current investment needs and make the necessary adjustments, whether to address a family situation or an approaching retirement. We believe success is best measured not just by your financial health, but by how confident you are about your financial future. You can feel confident that we will offer investment guidance and support that's tailored to your specific situation.

Explore Services

Our Areas of Service

Investments
Mutual Funds, Stocks and Bonds, Fee-Based Asset Management Services, ESG Investing

Retirement Planning
IRAs, 401(k) Plans, Pension/Profit Sharing Plans

Insurance Planning
Fixed and Variable Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed and Variable Annuities

Estate Planning
Insurance Needs Analysis, Business Ownership Succession Plans, Charitable Remainder Trusts

Education Planning & 529 Plans

General Financial Planning and Goal Setting

General Accounting & Tax Services

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Ready to take the steps towards your best financial life?

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