S. Barrington, IL

Photo & Video Biography

Contact Information

Name: Nick Nardulli
Title: Financial Advisor
Firm Name: Nardulli & Associates LLC
Website: www.ntag-tax.com
Address: 33 W. Higgins Rd. Suite 510
S. Barrington, IL 60010
Primary Phone: (847) 519-7925
Email: nick@ntag-tax.com

Services Offered

Services Offered: Alternative Asset Class Planning
Annuities
Annuity Ideas & Strategy Planning
Asset Protection Strategies & Planning
Business Income Tax Planning
Business Succession & Liquidation Planning
Disability Insurance
Education Funding & Financial Aid Planning
Estate Tax Planning
Fee-Only Comprehensive Financial Planning
Health Care Insurance
Hourly Financial Planning Engagements
Individual Income Tax Planning
Insurance & Risk Management Planning
Investment & Portfolio Management
Investment Consulting & Allocation Design
Life Insurance
Long-Term Health Care Planning
Planning For Personal Finances & Budgeting
Real Estate Investment Planning
Retirement Income Accumulation Planning
Retirement Income Distribution Planning
Retirement Planning

Narratives

Why you should do business with me: Nick Nardulli is widely recognized for his conservative retirement planning that produces high performance results a unique combination. Nick has been able to consistently generate over $500,000 in personal revenue while simultaneously training 90 agents across the country.
Nick has worked with estate planning attorneys since 1991, working in the estate and retirement planning field throughout southern and northern Illinois. In his work with the estate attorneys, Nick has focused his efforts on protecting his clients estates from probate and nursing home spend-down. In 2001, Nick stopped traveling the state of Illinois and began his consulting practice with a law firm in Oakbrook Illinois. Nick was able to grow the law firm and the investment side of the practice to four additional offices in Ohio, Maryland, Florida and Pennsylvania. Nick developed the four law offices and Insurance offices into over $115 million in annuity production from 1998 to 2000. In 2001 Nick departed the practice to begin building his own practice.
In 2001, Nick started Nardulli & Associates, LLC and Nardulli Tax Advisory Group. The CPAs who work for the practice currently perform over 250 tax returns for clients each year. Nick consistently acquires $5,000,000 to $8,000,000 per year in assets under management. He does this mostly through insurance products, with the structured investment products (that Redhawk sells and provides for Nicks practice) building at an increasing rate. In 2007, Nick had one of his better years at $17 million in production. Nick took what he experimented with and has now developed a transferrable and simple system for anyone who is willing to learn it.
A true visionary in the field of retirement and estate planning, Nick understands the needs of both clients and advisers. Nick currently closes 80% to 90% of the audience in his public workshops, and can transfer this to anyone willing to adapt his methods and focus their efforts on his selling techniques. Nick often experiences a 100% closing ratio when prospective clients come to see him.