OUR PASSION IS YOUR GAIN

At NGB Financial, we have a philosophy that spurs us to look outside the box for strategies that help with tax reduction while filling in the gaps with retirement planning. Even if you’re saving for a house or your kids’ college education, we strongly encourage everyone to plan

ahead and start saving for retirement. We are unique because we are constantly looking for that “sure thing,” not just a “maybe” plan. We are passionate about helping individuals, business and families achieve their financial goals.

NGB FINANCIAL

List Of Services

Our philosophy is to assist you in creating financial balance in your life, and give you what in our opinion are smart investment options. Money affords you choices, and planning early and wisely can allow your money to grow tax-free. Spend less time worrying and more time living!

WEALTH PRESERVATION

As you near retirement, you may find that your attitude about risk begins to change. Protecting and preserving your wealth against market downturns should be an important part of your comprehensive retirement plan because a significant reduction in your portfolio could potentially derail your retirement plans.

During our discussions, we encourage clients to carefully evaluate their risk tolerance and to develop an overall financial strategy that balances potential safety and growth. From our discussions and examinations, we’ll work with you to utilize retirement products and strategies designed to help protect, preserve and enhance your wealth.

TAX-FREE RETIREMENT PLANNING

Our firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes, and insurance. Our comprehensive services integrate all aspects of our clients’ financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.

Just imagine a complete portfolio, where all your financial, estate, and tax preparation needs are addressed in a customized binder. This is your comprehensive retirement plan. Our coordinated approach ensures that your plan is developed using an all-inclusive view. We have found that many financial services professionals focus on products; our experience shows that our clients’ needs are best met by focusing on processes and most importantly, people.

FEDERAL EMPLOYEE BENEFITS

As civil service employees and members of the uniformed services, you need retirement planning unique to the complex requirements of your benefits.

It’s important to maximize your federal benefits but it’s also important to review your total financial picture. We counsel federal employees on your options within the federal retirement system and help you understand what other products and services are available to round out your retirement plan.

Once your federal retirement options are reviewed, you will receive a personal retirement report to help you get the most out of your benefits and ultimately, a comprehensive approach to retirement planning.

FINANCIAL PLANNING

At every stage of life, we will help you pull together all of your documents and assets, determine your goals, and help you develop an over-arching strategy and plan to help you achieve them. We’ll meet with you at least once a year to make sure everything is on track, and make any changes necessary as your family grows and changes.

BENEFIT PROGRAMS FOR GROUPS

A good employee benefits program can help your business recruit and retain the best employees. How does your benefits program measure up to your competitors?  We can evaluate your existing benefits and design a program that achieves the best balance of attractiveness to employees and cost to you.

CONTACT US

Contact NGB Financial to learn how we can help you meet your financial goals.

our location
11503 Jones Maltsberger #1206
San Antonio, Texas 78216
Call Us
Tel: 888-200-8062
Fax: 210-349-9908
Your Message
Michael Cook - mike@ngbfinancial.com
Susie Tabor - susie@ngbfinancial.com
Michael Downs - mdowns@ngbfinancial.com