Our Passion is Your Gain

At NGB Financial, we specialize in innovative tax reduction and retirement planning strategies. Whether you’re saving for a home, your children’s education, or retirement, we advocate proactive planning. Our unique approach focuses on identifying reliable opportunities rather than uncertain plans. We are dedicated to assisting individuals, businesses, and families in achieving their financial goals.

Our philosophy centers on cultivating financial balance and presenting intelligent investment options. Early and strategic planning can foster tax-free growth, providing you with more choices. Spend less time worrying and more time enjoying life with NGB Financial!


Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

Tax Planning

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the later.


Not everyone is prepared for retirement. While some of us are fortunate to have built a nest egg that will last us through our Golden Years, others will depend on government programs for retirement income. Regardless of which, annuities can be a powerful vehicle to help you fund your retirement dreams.