Nestor Vargas, CFP®🟢

Financial Advisor

MyGymProfits

We help gym owners make their gyms profitable.

Founder

AlignPoint Wealth

AlignPoint Wealth is a personal financial planning firm focused on helping business owners unlock and protect the value of their lifelong work- their business.

Certified Financial Planner

Fidelity Investments

Regions Bank

Finance Specialist

Protect and maximize your business value | I will show you how | Financial Planner for established entrepreneurs.

There are 3 things I see small business owners struggling with the most:

Lack of systems
Lack of cash flow
Lack of a financial plan

For over 14 years, I’ve been guiding business owners and their families to create long-term financial security.

Watching my Mom go through pain and heartache is why I chose this path.

Her commercial cleaning business did not sell. 

• She worked her tail off forever 
• She never took a real vacation for 10 years 
• Her business was profitable but wasn’t transferable

She never built for an exit or retirement.

But she’s not alone.

The recurring themes I’ve seen during my 14 years of experience:

• Most business owners aren’t prepared to sell
• Most business owners aren’t prepared to retire

And 80% of businesses won’t sell.

Plus, 99% of financial advisors give advice that helps people work 9-5.

Not business owners. A travesty.

This is where I enter the game and become your Financial Quarterback.

Someone who is a business owner and financial advisor.

I want to help you avoid the pain, heartache, and sleepless nights business owners like my Mom have suffered through.

So if you’re an established business owner who wants to:

1 - Unlock the value of your business and life’s work
2 - Get serious about selling your business
3 - Set your business up to retire early

Click the link in my featured section to see if we can build a financial game plan for you

Green Mountain Panning is a personal financial planning firm focused on helping high-achieving corporate employees organize their money lives so they can start their entrepreneurial journeys.

Our founder successfully left corporate work 6 years ago so he understands all that is at risk.

Nestor Vargas, CFP®, CEPA

Highlands Wealth Group

Securities offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Advisory services offered through IFG Advisory LLC, a registered investment advisor. Highlands Wealth Group, IFG Advisory LLC and Integrated Financial Group are separate entities from LPL Financial.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.

The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Director of Financial Planning

Integrated Financial Group | The Brain Trust

Consortium Member

Wells Fargo

Premier Banker / Vice President

Wealth Private Banker / Vice President

BB&T

Private Advisor / Assistant Vice President

Wealth Solutions Center Advisor I

Leadership Development Program Associate

Morgan Stanley Smith Barney

Client Service Associate

Financial Planner | Minimizing dreams delayed & sacrifices made for high earners and lifelong savers

In my heart, I knew there had to be a better way.

So, we made one…

The biggest names in financial services don’t want their advisors to provide comprehensive advice. They say gather assets, charge a percentage, don't say too much, and meet once a year.

It never felt right. Arbitrary account minimums, pretending that a monte carlo simulation was a financial plan, being hounded for referrals to other lines of business, sales meeting after sales meeting, we couldn’t take it anymore. 

We launched Highlands Wealth Group in 2021 because we believe financial planning should be simple, direct and heartfelt. 

Most of our lives happen before retirement. Our process has been carefully crafted to help our clients enjoy living in the moment while also doing what's necessary to secure their futures. 

Investment management is not the key that unlocks the door to the robust planning experience we believe sets us apart. We can work with you whether you choose to bring investments to our firm or not.

We offer both in-person and virtual relationships which allows us to work with clients locally and across the country. 

Our ideal clients are friendly and fun-loving. We find that most of the folks we work with fall into one of these categories:

Lifelong Savers - Folks in their 50s/60s with $500k+ in investable assets

High Earners - Folks in their 30s/40s with $200k+ in household income. 

Our comprehensive financial planning process includes:
Income Tax Planning
Retirement Planning
Cash Flow Planning
Insurance Planning
Employee Benefits Optimization
Estate Planning
Investment Planning

Costs for initial planning engagements generally range from $2,500 to $9,500. The initial engagement includes the completion of the plan + 3 months of implementation assistance. Ongoing planning engagements are available and range in cost from $150-$450 monthly for 12-months. Clients who choose to invest with us enjoy reduced or no additional financial planning costs depending on the level of assets invested. 

Our standard investment management cost schedule is as follows:
$0-$250,000 - 1.50%
$250,000.01 to $500,000 - 1.35%
$500,000.01 to $1,000,000 - 1.25%
$1,000,000.01 to $2,500,000 - 0.90%
$2,500,000.01+ - 0.50%

Visit https://go.oncehub.com/HWGBRADWILLIAMS to find a time to meet!

Posts on LinkedIn are for educational purposes only and should not be taken as individual advice. Consult your legal, tax, and financial team before implementing any financial strategies you read.

Brad Williams, CFP®

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The Battle

Nestor Vargas, CFP®, CEPA

Brad Williams, CFP®

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