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.
Our Passion is Your Gain
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!
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WEALTH PRESERVATION
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
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
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
BENEFIT PROGRAMS FOR GROUPS
DID YOU REALIZE
Did You Realize
Most Americans are not adequately preparing for retirement. According to USA Today, over 99% of Americans are not even getting the right advice on their retirement plan; never mind that nearly one-third of Americans only have around $1000 tucked away. Talk to us. There is more to your financial plan than just a 401(k) or IRA—there are other options which can grow and deliver tax-free payments backed by the strength of insurance company guarantees.
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