Nastali Financial Services, Ltd.

Nastali Financial Services, Ltd. Dedicated to our clients - Committed to their future We are passionate about building long-term client relationships.

Nastali Financial Services is dedicated to our clients and committed to helping them achieve their financial goals. We know that your financial situation will continue to change as your individual circumstances change. I provide wealth management, tax and accounting services using the latest technology. To ensure your goals are on track, I will meet with you periodically to review your needs and make any necessary adjustments, based on recent or upcoming events. I believe success is measured by your confidence in your financial future. Your goals, values, and plans matter – our goals, values, and plans are to offer you investment guidance and support that’s tailored to your specific needs. We pride ourselves on helping our clients achieve their best financial life. Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
10/12/2026

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provokin...
10/11/2026

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

⚠️ Money is one of the most consistently cited sources of stress in America.For caregivers, that weight often increases!...
10/10/2026

⚠️ Money is one of the most consistently cited sources of stress in America.

For caregivers, that weight often increases! 😮

Having a clearer picture of where things stand can help ease some of the uncertainty that makes financial stress feel heaviest in the first place.

There's no clean solution to money stress.

Most of it is caused by the unknown. The uncertainty.

World Mental Health Day recognizes just how deeply finances can impact our well-being (and vice versa).

If financial stress has been sitting in the background of your life this year, a conversation with a professional can go a long way, be it a mental health professional or a financial professional. Pursuing comfort, understanding, and compassion is a team sport.

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
10/10/2026

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

Are women prepared for a 20-year retirement?

Breast Cancer Awareness Month is an opportunity to prioritize health.Early detection through regular screenings is one o...
10/09/2026

Breast Cancer Awareness Month is an opportunity to prioritize health.

Early detection through regular screenings is one of the most effective tools we have in the fight against breast cancer.

Here are a few small things we can do this October:

✅ Schedule your annual screening if you haven't yet

✅ Educate yourself and others on risk factors and preventative lifestyle habits

✅ Support research and organizations dedicated to advancing breast cancer prevention and care

Taking charge of your health today makes all the difference for tomorrow. 🎗️

You face sequence of returns risk. Know what it is?
10/09/2026

You face sequence of returns risk. Know what it is?

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.
10/08/2026

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

There's a reason so many women business owners half-joke that their real title is "everything."More women than ever are ...
10/07/2026

There's a reason so many women business owners half-joke that their real title is "everything."

More women than ever are starting and running businesses, and they're doing it at a faster clip than the market overall.

Census data show women now own more than 14 million businesses nationwide, a number that's grown 26 percent since 2012, compared with 19 percent growth for businesses as a whole.

A lot of that growth is happening online, where women-owned businesses tend to be more digitally integrated than those owned by men.

It also means millions of women are managing key decisions from scratch:

💼 How income gets paid (salary, distributions, or owner draws) and what that means at budget time

💼 Which retirement vehicle fits, and how much room there is to contribute

💼 How healthcare, disability, and other insurance get sourced without an employer default

💼 How the business gets valued, and what a sale or transition would actually look like

💼 How personal finances stay untangled from the business's finances

Wearing a tall stack of hats doesn't make entrepreneurship harder than it's worth. Plenty of women running these businesses would say the trade-offs are part of the deal. But it does mean the hats keep stacking up, one on top of the other.

This month is a good time to tip our own hats to the women doing it all at once.

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
10/07/2026

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

For women, retirement strategy is a long race. It’s helpful to know the route.

Health-care coverage (including Medicare) typically does not cover extended medical care.
10/06/2026

Health-care coverage (including Medicare) typically does not cover extended medical care.

It's important to make sure your retirement strategy anticipates health-care expenses.

Address

One Tower Lane, Suite 1825, Oakbrook Terrace
Villa Park, IL
60181

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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